How do I set up a new user?

Summary

This article explains how to create a new user in Platinum, so that the user has access to Platinum on their own login information.

More Information

Duplicating an Existing User

Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Users".

• Enter the name of the user you want to duplicate and press [Search] (You can restrict the search to a specific department by using the <Advanced> button).
• Press <Shift+F9> to duplicate the currently selected user in the list.
• This will copy that users :
  • General details.
  • Permission and security settings.
  • Menus.
  • Macros.
  • Privacy Groups.
• Fill out any details as required (Set short name, long name, permissions and passwords etc).
• Select [Done] and [Accept] to save the changes.

It is important to make sure that the user you are copying is an active user and has no leaving date entered. If it does the new user will have this too and they will not be able to use the logon. If the person you are copying has genuinely left then all you need to do is reset the "Leaving date" on the new user to '00/00/0000' and the "User active" flag back to 'Yes'.

Creating New User

Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Users".

• Select [Add].
• This will create a new user with all settings at default.
• Fill out any details as required (Set short name, long name, permissions and passwords etc).
• Select [Done] and [Accept] to save the changes.

See also

• How do I Remove a User From Platinum?
• How do I Deactivate a User?
• Adding Items to Custom Menus
• Why can't a new employee see an existing menu?

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Keywords AND Misspellings

Add, Adding, Create, Creating, New, User, Add User, Create User, Edit User, new employee, new member, new staff member

Tags

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