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 ‘Set a password for the Administrator user ID’.

Simultaneous users

Your 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.

To create a user account

1	Start your software and click either Open or Browse for your company in the welcome window that appears.

2	If you clicked Open, the Sign-On window appears. If you clicked Browse for your company, the Open window appears. 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.

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 User IDs. 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.

Click OK.