After planning user names and passwords, you can set up your organization's users in the program. On the Administration tab, click Users & Passwords.
To add a new user
- At the top, click Add User.
- Enter the user information. For more on these fields, see the Additional Field Information below.
- When you're finished, click Save.
For each user you add, be sure to set access and privileges, assign individual fund access, and select user preferences.
The unique name a user enters when opening the program. This doesn't have to be the user's full name or real name. For example, Suzanne might want heruser name to be "Susie" or "Sue". This is not case-sensitive.
Inactivate a user account that you might reactivate at a later date. Inactive users can't log in.
If you require users to have passwords to enter the program, enter it here. A password can be up to ten characters and can contain alphabetic, numeric characters, or a combination of both. Passwords are case-sensitive.
Select Yes to mark the user as a security administrator. At least one person must be the security administrator and have All Access to all program areas. This person is responsible for creating and maintaining all user accounts and resetting other users' forgotten passwords. For this reason, you should also have a backup administrator.
Enter a telephone number where this user can be reached outside of the office. Select Unlisted if this number shouldn't be shared with others.