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Benchmark

How to add a new security user account

From the Main Screen:

Step Action Result
1 Select menu item
—> Edit
—> Security 		Opens Security User Accounts list
2 click New button Opens Security User Detail form
3 Select a 'Person' for whom the account is to be created  
4 Enter a 'User ID' for them  
5 Ensure that the 'Active' field is checked  
6 Confirm or modify the 'Expiry date' for this account as required  
7 There is no need to make any entry in the 'Logged in on' field. That field will display information when the user actually logs in  
8 If the user is to be a Lite User only, check that box  
9 Confirm that the 'Active' box is checked  
10 If the user is to have either global permission to view confidential actions, or permission to view confidential actions within their own business unit, check the relevant box  
11 Click in the first blank record in the 'Group' table A drop-down combo box should appear with an arrow at the side
12 Click on the arrow and select a security group  
13 Continue in further rows as required  
14

IMPORTANT: Do this last before saving

Make an entry in the 'Password' field.

The password must be at least 6 characters long and include at least one number.

The password is case-sensitive.

 The password is not displayed - just a series of dots
15 Click Save button Saves changes
16 Click Close button Closes record. The new security user is listed
Contents | Security