SS> Maintenance> Users
User Account Maintenance
Summary
The User Maintenance window is used to create users, add users to a user group (users can also be added to
user groups in the User Group Maintenance window in SS> Maintenance> User Groups), and update user information such as employee number and email address.
Once an account has been created a user will access the Springbrook application with the same password and user name they use to access the network of your organization. The password of a user account is not maintained in the
Springbrook application. If there are users on your network that should not have access to the Springbrook application, do not create Springbrook user accounts
for those users. Only
network users with a user account set up in the application will be able to log
in.
Once user accounts have been created, menu and database security options can be set up on the user account
(SS> Maintenance> Menu Security and SS> Maintenance> DB Security).
Related Links
Click here for an overview of application wide security.
Click here for information on user group maintenance.
Click here for information on Cash Receipts module security.
Step by Step
1 Open the User Maintenance window (SS> Maintenance> Users).
2 Create a new user account.
- Press INSERT or click the Create User icon
to create a new user. This will create a new line item in the User Maintenance section of the window.
- Enter a User Name. This is what the user will enter to log into the Springbrook application. Make sure it is the same as the user account used to log into the MS Windows network.
- The user name can be up to 32 alphanumeric characters long.
- The User Name field is not case sensitive. A user account set up as TOM is the same as a user account set up as tom.
- Once a user name has been entered and the user saved, the User Name cannot be modified.
- Enter a Description of the user account.
- If the User Name field does not include the entire name of the
user, you may want to enter the name of the user in the Description
field. For example, Tom Smith.
- The Description field can be up to 30 characters long.
- Enter an Email address if you would like to associate an email
address with the user account.
- Enter an Employee Number to associate the user account with a
Payroll module employee record. This is currently only required if you use
the Timesheets feature. Click
here for and overview on the Timesheets process.
- Check the Use Scheduling toggle to include the user in the Springbrook appointment scheduling system.
- When this toggle is checked, the new user will appear on the User Schedule Setup Maintenance window (SS> Maintenance> User Schedule). Here the user's availability can be set up so that the user can be included in the appointment scheduling process. Click here for information on the User Schedule Setup Maintenance window.
- This toggle is only active when the user is being initially created. In order to add a user to the appointment scheduling system after a user is created and saved, you must use the User Schedule Setup Maintenance window.
- Click the Save icon
or press ENTER when complete to save the user account.
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