Manage User Login Information (Security Tab)

Before you activate a new user, you must enter a Login Username. To allow the user to sign in to the system, you must also add an initial password. You can also change the user's password here, for example if the user has forgotten their password. If you change a user's password, they will automatically be logged out and will need to log in again using their new password.

Users can change their password later in the User Preferences window.

Notes:

To add or manage user login information:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select User Administration.
  3. Depending on the type of user, select either Company Users or Partner Users.
  4. In the Users log, select a user and click Open.
  5. In the Edit User window, select the Security tab.
  6. Complete the fields as shown in the following table.
  7. Click Apply to save changes, or OK to save and exit.

In this field:

Do this:

Login Username

Enter the Users Sign In ID (required). This value can be changed by the System or Company Administrator but not by the User.

Password

Enter the value the user will use as their Sign In ID. Passwords must match the company Security/Password policy, if one is in force.

Confirm Password

Confirm password by re-entering.

View Password Policy

Click this link to verify the password is conforming to your company's Security/Password policy (Edit Company window, Security tab). A password that does not comply will generate a warning message.



Last Published Tuesday, October 8, 2024