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.

It also includes instructions to amend an existing user details.

More Information

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).
• Password is now a lot more secure, it must contain the following a lower case, a number and a symbol and a max of 8 characters.
• Select [Done] and [Accept] to create your new user.

Copying an Existing User

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

• Enter the name of the user you want to copy and press [Search] (You can restrict the search to a specific department by using the <Advanced> button).
• Press <Shift+F9> to copy 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).
• Password is now a lot more secure, it must contain the following a lower case, a number and a symbol and a max of 8 characters.
• Select [Done] and [Accept] to create your copied user.

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 "Active:" flag back to 'Yes'.

Amend Existing

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

• Enter the name of the user you want to amend and press [Search] (You can restrict the search to a specific department by using the <Advanced> button).
• Select their record and press <F5> or click [Edit] .
• Make any changes e.g. amend their surname if they have got married, amend their email address if it has changed, amend their password if they have forgotten it.....!
• Click [Done] and [Accept] 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?
• How Do I Change my Platinum Password?

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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, married, name change, email address

Tags

RP71