To manage users, you can create records that contain user names, passwords, and security profiles. These records determine which applications, options, and data that user can access.
Before you begin
A user record must have a corresponding person record. You create person records either in the People application or in the Personal section in the Users application.
About this task
By default, when you use an application server for authentication, the directory manages user creation. You can set properties to let user creation be performed directly in the system. The settings of these properties result in certain features being enabled or disabled.
Procedure
- In the User application, click New User.
- Optional: In the User field, type a unique user identifier. If you use autonumbering, the User field is already populated.
- Optional: If no matching person record is found, select one of the following options to create a person record:
- To create a person record based on information in the Personal section of the user record, click Yes.
- To select an existing person record, click No. In the Person field, select the person record.
- To create a person record, click No. In the Person field, select Detail Menu and then select Go to People.
- Optional: In the User Name field, type a value. The user name defaults to the ID name in the User field. This value is used to log in. You can change the user name to an employee number or email address.
- Click Set Password to define a password.
- Optional: Specify additional personal, user setting and general ledger account information.
| Option |
Description |
|---|
| Default Insert Site |
As a best practice, assign a default insert site. Without a default insert site, many applications cannot function. When you change the default storeroom, you change the site from where the material requisitions for a user are fulfilled. When you change the default insert site, you assign a user a default insert site to insert records. The records that the user can view are only to the default insert site.
|
| Language, Locale, Timezone |
Specify details for the user. |
| System Account |
Select the check box to create system users, such as MAXADMIN and MAXREG, which are required for the system to run properly |
| Can Access Inactive Sites |
Select the check box to use inactive site access to set up or decommission sites. By default, the check box is cleared. |
| Use Screen Reader |
Select the check box to allow a user to access a screen reader for accessibility reasons. |
| Organization and GL Account |
Specify details to track expenses. When you change the default general ledger account, you change which account is charged or credited for financial transactions related to a specific record. |
- Save the record.
Results
The user is assigned to the default security group, MAXDEFLTREG.
What to do next
To have security authorizations, a new user must be assigned to security groups.