To open the Users form, from the Tools menu, click User Security and then Users.

To add a new User

Click the Add Button button.

Alternatively click the button from the toolbar or from the Edit menu.

Enter a User Id, Name and Job Title for this User

User Id

Enter a User Id, keeping the following information in mind:

This must be a unique code
Is usually the User's Windows login code, which is the easiest to use as this is the default when logging in.
The User Id must be at least 5 characters long and can be up to 20 characters.

Name

Enter the User's "Name".

Job Title

Enter the User's "Job Title" or select from the Information List.

This list is defined by the UserJobTitles Information List.

User Level

Select the User Level, from Administrator, Normal, Read Only or User Administrator.

Administrator - this user has full access to finPOWER Connect. They can create, change and delete Users, Roles and Permissions. Permissions do not apply to Administrators.
Normal - this user is able to do changes in the database, but only based upon their allocated Permissions.
Read Only - this user will not be able to make changes to information in the database.
User Administrator - this user can create a new User, assign them to Roles, Login as that User and process with that Role's permissions.

Using the User Administrator level can be open to certain security risks; only use for trusted Users.
Permissions are applied to the "User Administrators" like Normal users.
User Administrators can add, update and delete Users, including Roles the User belongs. However, they can only do this for Read-Only and Normal Users. Administrators and User Administrators can only be added and updated by Administrators.
Certain User functions are available, including clearing Password History (Normal/ Read-Only users) and clearing Login Lockout (Normal/ Read-Only users).
User Administrators can update User Preferences for any User, but cannot access Global Settings.
User Administrators cannot change User Groups, User Policies, Roles or Permissions. They can print User Security Reports from the Report Explorer.
User Administrators within the Task Manager can only see subordinates, whereas an Administrator can see all Users.

Specify the User Policy and Group

User Policy

Select the User Policy this User belongs to. User Policies are a way of grouping similar Users by their Security level, allowing setting of application access restrictions, Password strength, Login History and whether to lock out the User on failed login attempts.

User Group

Select the User Group this User belongs to. User Groups are a way of grouping similar Users, allowing you to set defaults, including which records Users can view and whether they can filter reports.

Click on the Next button to proceed or click Cancel to cancel adding the user.

Users New, Adding a New User, New User