Managing user accounts

If several people enter transactions into the same company file, you can control which command centers, windows, and transactions they can access with user accounts. The ability to limit users’ access can help to minimize fraud. For example, you can prevent a person who places orders with vendors from also being able to pay vendors, minimizing the likelihood of paying false bills.

Restrict access to employee information

User IDs can be set up to restrict access to employee banking and contact information stored in the card file and on reports. You can set broad restrictions, such as access to the employee card file, or you can set specific restrictions, such as viewing employee banking details.

User accounts

A user can only open a company file by completing the Sign-on window. The user must enter a user ID and password to gain access to the user account. Then, whenever a user enters a transaction, it is labeled it with the user ID. This allows you to keep track of who entered particular transactions, useful for following up disputes with vendors or customers, and for identifying fraudulent transactions.

Administrator account

The Administrator account is a default user account always present in all company files and cannot be deleted. This special user account is the only one with access to all command centers, functions, and windows.

The person logged on as Administrator is able to create, edit, and delete ordinary user accounts. For that reason, as soon as you create a company file, you should supply a password for the Administrator account; otherwise any user can log in and enter, edit, and delete transactions without leaving a trace. For more information, see Managing user accounts.

Simultaneous users

Your AccountEdge software allows more than one user to access a company file. The number of users who can access simultaneously depends on the number of users you are licensed for. If you require more users to have access to a company file, you can buy additional licenses whenever the need arises. For more information, see To activate your company file for additional workstation licensesbelow.

To create a user account

1	Start your AccountEdge software and click Open your company file in the welcome window that appears. The Open window appears.

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

3	Type Administrator in the User ID field, type the administrator’s password in the Password field, and click OK.

Note that if you have not set a password for the Administrator account, leave this field blank.

4	Go to the Setup menu and choose Preferences. The Preferences window appears.

5	Click the Security tab and then click Password. The User Access window appears.

6	Click New. The New User Details window appears.

7	Type the user name in the User ID field, then type the password in the Password and Confirm Password fields.

8	If you want to copy the restrictions you’ve set up for another user, type or select an existing user account in the Copy Restrictions field.

9	Click OK. The new user account appears in the User ID column of the User Access window.

10	Click the new user account in the User ID column, then click in the Not Allowed column next to those command centers or functions to be denied to the user.

11

Click OK.

To activate your company file for additional workstation licenses

When the volume of transactions grows too large for a single person to handle, you can purchase extra workstation licenses to allow additional users to access the company file simultaneously.

note :  

Before you begin, have your credit card on hand.

1	Start your AccountEdge software and open the company file requiring extra workstation licenses.

2	Go to the Setup menu and choose Company Information.

3	In the Company Information window, click License.

4	Call Customer Service at the number given in the Enable License window and follow the Customer Service representative’s instructions.

note : Write down the confirmation code

Ask the Customer Service representative for the company file’s confirmation code—you may need it to activate the extra licenses you purchased.

5	Confirm the extra workstation licenses.

■	If you want to confirm via the Internet, click Enable Online and click OK.

■	Otherwise, type the confirmation code given to you by the Customer Service representative in the Enter Confirmation Code field and click OK.

Related topics

■	Related Topics

■	Set up preferences

■	Auditing your records

■	Managing user accounts and company files