Set a password for the Administrator user ID

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Setting up your company file > Set a password for the Administrator user ID

Set a password for the Administrator user ID

When you created your company file, a user ID called Administrator was automatically created.

A user ID is the means for:

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controlling access to a company file

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tracking a transaction record history

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saving individual preferences.

By default, the Administrator user ID does not have a password assigned to it. Anyone who signs on with the Administrator user ID will have access to all command centres, functions and windows and will be able to create, edit and delete other user IDs.

For that reason, as soon as you create a company file, you should assign a password to the Administrator user ID; otherwise, anyone can sign on and then enter, edit and delete transactions in your file.

To set a password for the Administrator user ID

1

Start your software and, in the welcome window, click Open your company file.

2

In the Open window, select the company file to be opened, and click Open. The Sign-on window appears.

3

Click Change Password.

4

In the Change Password window, leave the Existing Password field blank and type the password in both the New Password and Confirm Password fields.

5

Click Record.

note : Access restrictions

If you want to restrict other users from accessing certain features or information, you can create additional user IDs and specify their access restrictions. For more information, see ‘Managing user accounts’ on page 313.

Related Topics

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Set up preferences

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Managing user accounts

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Setting up your company file

Overview Create a company file

Set up accounts

Setting up accounts

Enter account opening balances Set up preferences Set a password for the Administrator user ID

Overview Set up sales Set up purchases Set up payroll

Do an initial bank reconciliation

Task 1: Identify uncleared withdrawals and deposits Task 2: Record uncleared withdrawals and deposits Task 3: Reconcile

Create item records Enter stock opening balances

Receiving money Preparing a bank deposit Spending money Entering transactions in the Bank Register window Transferring money between accounts Tracking petty cash expenses

Reconciling your bank accounts

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Receiving items without a supplier invoice

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Payroll liabilities

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Reviewing payroll information

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Data that will print in this field Required/Optional (P14 field title)

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International transactions

About the multiple-currency feature

Setting up multiple currencies

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Exchange rates

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Miscellaneous transactions

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Setting up VAT codes

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Reporting EC sales

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Adding a record

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Combining records

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Finding a transaction

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Recurring transactions

Setting up recurring transactions Recording recurring transactions Responding to reminders for recurring transactions

Publishing to iCal

Publishing an invoice or purchase to iCal Publishing a recurring transaction to iCal Publishing a reminder log to iCal

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Customising reports

Task 1: Select the data to be printed Task 2: Specify the required fields Task 3: Select finishing options Task 4: Change the report format Task 5: Print the report Task 6: Save the report Changing the default fonts on reports Frequently used reports Overview of report details

Finding forms

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Customising forms

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Adding and editing elements

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Contact management

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Customising cards

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Reviewing your contact information

Financial control

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Tracking reimbursable expenses

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Entering budget amounts Budget Shortcuts window

Auditing your records

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Reviewing financial information

End-of-period procedures

Month-end procedures

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Starting a new financial year

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Starting a new payroll year

Task 1: Process the last paycheques for the year Task 2: Print payroll reports Task 3: Prepare and submit payroll tax forms Task 4: Back up your company file Task 5: Start a new payroll year Task 6: Optimise and verify your company file

Managing user accounts and company files

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Servicing your company file

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Troubleshooting your company file

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Importing and exporting data

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