CREATING USERS

 

DESCRIPTION:  To add a new user to Pro Fund Accounting, you would start by going to the main Pro Fund Accounting Security screen.

 

 =============================================================

 

 

To access the Security screen, click on the Tools button and then click on Security button.

 

Next, make sure to highlight the USERS tab.

 

 

 

To add a new user click on the New User button and then the following New User dialog will appear:

 

 

 

 

1. USERNAME:  Enter the name of the new person required to enter as the user.

 

2. FIRST NAME:  Enter the new person's first name.

 

3. LAST NAME:  Enter the new person's last name.

 

4. Click on CREATE USER button.

 

 

 

The newly created user will then automatically appear in the Users list on the main security window.

 

 

You may notice that there is no password field when creating new users, this is because when the user logs into Pro Fund Accounting for the first time they will be required to enter a password. Requiring the user to enter their own password helps to ensure that only that user knows their password.

After creating a new user, then you will need to modify that user in order to setup permissions for the different activities that user is allowed to perform.  Please see MODIFYING USERS for more information.