Updating Usernames and Passwords

To update the username and password for an existing user, click on the "User Security" link located under the System Tools section of the main "Admin" tab.

Searching for Users

The Users section at the top of the screen allows you to search for an existing user. All search criteria fields are optional.

• If you would like to search for users of a specific type, make the desired selection from the Role drop-down menu.
• Enter the desired User Name.
• If the user that you would like to edit is attached to a specific employee in the system, enter the employee's First Name.
• Enter the Last Name of the employee that the user is attached to, if desired.
• If you would like to search for users assigned to a specific Department only, click on the "No Department" link, and make the desired selection from the tree-directory that appears.
• Select the desired Sort By option from the drop-down menu.

Click on the [DISPLAY] icon to search for users. The search results are displayed in the bottom section of the screen.

Note: Clicking on [DISPLAY] with no search criteria entered will bring up all users that have been entered into the system.

Editing Users

Found users are displayed in the bottom section of the screen. The following information is displayed for each user:

• User Name: This is the user name that the employee must enter when logging into the system. The setting in this field is a link. Click on the link to edit user information.
• Full Name: If the user is attached to a specific employee in the system, the full name of the employee is displayed in this field.
• Role: This is the Security Role that the user is assigned to in the system (as in "Admin," "Employee," "Supervisor," etc.).
• Click on the icon to inactivate a user. Inactive users are not allowed to log into the system, but are retained for historical purposes or later reactivation.
• The Inactive Users section of the screen displays your inactive users. Click on the link in the User Name column to review user information. Click on the "Activate" link to return the user to active use in the system, or the icon to permanently remove the user from the system.

Review or edit user information as desired. Click on the [UPDATE] icon to save any changes that you have made.