Username and Company Associations

When an OIPA user account is created in the Rules Palette, it is associated with a primary company. Each user account has a login name and password. When the OIPA user logs into the application, the primary company associated with that account record will be available for actions in OIPA. The primary company to which a user belongs must also have an associated subsidiary company for a user to be able to log into OIPA.

A user can have multiple accounts, one for each company the user plans to work with in OIPA.

Workflow of Username and Company Associations

1. Create a new user.

New User File with Login Information Highlighted

2. Make sure the user and the company have been assigned security privileges. The user record has a field for Security Group. This defines the security privileges the user has when logged into OIPA using that user account. In addition to assigning a user to a security group, the company must also be assigned security. This is done throughthe Admin Explorer | Security | Application Security.

Company Security Defined in Admin Explorer Security Folder

3. Log into OIPA using the login name and password associated with the company the user wants to work with in OIPA. The user will be able to work with the company identified in the user account as long as security was assigned to the company.