Users

Users (Main Menu / Setup / Users)

Overview

The Users dialog is where you define users, their login credentials and application permissions.

Actions

Find - Selects and displays a tax record (see Find Dialog)

New - Adds a new tax record.

Edit - Edits the current tax record.

Delete - Deletes the current tax record.

Save - Saves changes to the current tax record.

Cancel - Cancels the current operation.

Close - Closes the Taxes form.

Keys - Displays the on-screen keyboard (see On-Screen Keyboard).

Help - Displays the help menu (see Help Menu).

Tool Tips - Hover the mouse cursor over any field descriptor to display a brief description.

Fields

User Number - The User Number field is used to assign a unique user number. Numbers can be in the range of 1 through 99999999.

Example:

User Name - The Tax Name field is used to record the user name. The user name can be up to 40 characters in length.

Example:

Jennifer Leary

Login name - The Login name field is used to specify the name used when logging into the application. The login name may contain letters and numbers and be up to 20 characters in length. The login name is not case sensitive.

Example:

Jen

Password - The password field can contain any combination of upper and lowercase letters, numbers or special characters up to 20 characters in length. Passwords are case sensitive. Create a strong password by using a combination of these.

Examples:

1 - weak

1234 - weak

me1234 - strong

Sn6_8364A! - very strong

Permissions - Permissions determine which menu options can be accessed by each user. If a menu option is unchecked it will not appear as a choice for the user.

User Sign On Dialog

Note: Security on the system is automatically activated when more than 1 user exists. When security is activated each user will be required to login before gaining access to the options specified under permissions.

Actions

Exit - Exits the application.

Help - Displays the help menu (see Help Menu).

Clear - Erases the information in the user name and password fields.

Fields

User name - Enter your user name. The user name is not case sensitive.

Password - Enter your case sensitive password. Entries are masked for privacy.