Users

In this procedure, you configure the user accounts that should be used in the company database.

User accounts are used when logging in to MONITOR. The accounts are unique within a company database, that is, in the company registered in the database. A user account is normally linked to a person in the personnel records, but it is not mandatory. You can create user accounts independently, e.g. for a recording terminal. User accounts are linked to persons in the Personnel records procedure.

You configure different settings for user accounts, e.g. password, user language, e-mail settings, and different default order types. Furthermore, you also link default printers and give the account user rights in the company. This is primarily made via roles. To the roles you can also add user rights groups and user specific user rights that are not based on a standard template of a role. If you have installed the option Warehouse, the roles and user rights will be saved per warehouse level on the users. The user license primarily determines which functions a user account can access in the system.

If you are registering several user accounts with the same set of user rights, it is convenient to use the function Save as (Ctrl + Shift + S) on the toolbar of the procedure. First you register a user account that will function as a template for the user accounts you register later on by using the Save as function.

The number of user licenses that is included in the company license you have bought determine the number of user accounts that you can use at the same time. You can also deactivate user accounts. Then you cannot log in using these accounts. On the other hand, they do not reserve any user licenses. That way, you can create new user accounts that you can use instead of the inactive accounts.

It is also possible to link a Windows user to a user account. This means that when you start MONITOR, the system checks which Windows user is logged in on the computer: This user will then automatically be logged in to MONITOR.

By using Rename (Ctrl + F2) on the toolbar of the procedure you can rename an account. This is useful if for example one person has ended his/her employment and another person should take over the account.

At the very bottom of the window you can see information about who created and/or most recently modified the information for the current record and at what time. Using the button you will access a log containing all modifications.