Add new company file users
You need to set up each person who will work with your company file, as a company file user . This means giving them a User ID and password, which they will use to sign on to the company file each time they open it. Only a valid user can sign on to your company file, and depending on the user role you assign, they can only access the areas of your file (command centres and windows) that you give them access to.
User roles A role is a predefined profile that determines what windows a user can access and what tasks they can perform in a company file. For example, a user assigned the ‘sales’ role can access features in the Sales and Card File command centres, and other sales related areas, such as lists. A user can be assigned more than one role. For a more detailed explanation of roles, click the help link in the User Access window.
Who can create and manage users? Only users assigned the ‘Administrator’ role are able to set up other users in this company file. Users assigned this role also need to have online administrator access to be able to invite users to work online.
Tracking changes by User ID Whenever a user enters a transaction, it is labelled with their User ID. You can view a report to see what transactions users have entered.
0 komentar:
Post a Comment