Settings tab --> User Profiles
Select the Add New Button to add a new user.
Details
- User Name: Enter a user name for the user. You can also select Generate Username from the ribbon bar once you have entered the users first and last name and it will create a user name for you.
- First Name: Enter the user’s first name.
- Middle Name: Enter the user’s middle name. This is not required.
- Last Name: Enter the user’s last name.
- Status: Enter the user’s status. An inactive user will no longer have access to the system.
- Is Administrator: Select this checkbox if this user is an Administrator and should have access to the entire system. If the user is not an administrator, a security role will need to be selected.
- Is Power User: Select this checkbox if the user should have access to the Power User tab on the ribbon bar. This is mainly used for Cultura’s research.
- Roles: If you have any security roles created, you can assign a role to a user and it will set that roles security to the user. See Security Roles for more information on setting up a role. While it will assign this roles security to a user, you can overwrite the roles security for the user on the security tab. If the user is not an administrator, a security role will need to be selected.
Security
Overwrite a security role for a user by changing the level of Access for a form.
The modules/features that appear in this section are the features enabled by the Configure Feature form by a Power User.
Level of Access
- Denied: The user will not have access to this form at all.
- View: The user will be able to view this form but will not be able edit the form in anyway.
- Print: The user will be able to view and print the form but will not be able to edit the form in anyway.
- Update: The user will be able to update the form but will not be able to add new or delete.
- Add New: The user will have the ability to add new, update, print etc. but will not be able to delete anything from the form.
- DeleteFull: The user has full access to the form and has the ability to add, delete, update, print and view the form.
Once you have set the user up, make sure to hit the save button.
From the ribbon bar, you can delete users (not recommended) or even reset a user’s password.
When a new user has been created or the password reset, the temporary password, is the same as the username. Once you log in the system the first time with your temporary password, the system will ask you to generate a new password.