How do I set up a new user?
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Revision as of 17:33, 29 February 2008 by Robert Hearn (talk | contribs) (New page: {{Review}}{{Incomplete}} == Summary == To be able to create a new user in the Platinum software, so that user has access to Platinum on their own login information. == More Information...)
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Summary
To be able to create a new user in the Platinum software, so that user has access to Platinum on their own login information.
More Information
Go to "Reports & Parameters" -> "Maintenace Options" -> "system Administrator" -> "User Maintenace".
This will take you to a screen display the information of the person currently logged into platinum. To create a new user press <F2>. A Screen prompt will appear stating that "The record number entered does not exist. Do you want to copy an exisiting record, create a new record or re-enter the record number?"
Copy An Existing Record
- To copy and existing record click on [Copy] This option should be used if the new Employee/user will
be doing the same job as a person currently ont he system.
A new prompt screen will appear asking for "User Id" and "Copy Menus".
- If you know the User id of the person who you wish to copy enter it here. Else press <C+F1>
type in the persons name. Press <F2> to select that User,
- Make sure that "Copy Menu" is set to 'Yes'.
- Once this is filled in click [Ok]
 | This will Copy the Users name and details and all Security settings in the system as well as add the new user to all the Custom Menu's that the Original user was set to. |
