Add or Edit Users Internally

To edit an existing user:

1. Click Utilities Icon

2. Click Security administration

3. Double click or Select the employee

4. Make appropriate updates

5. Click OK to save

To add a NEW user:

Part 1: Create Employee Profile

1. Click Utilities Icon

2. Click Employee Profile

3. Click Insert

4. Enter Information

5. *For desktop users, be sure to check 'Is Log-in User"

6. Click OK to save.

Part 2: Set Up Security and Login

1. Click Security Administration

2. Click Insert

3. Create user id and password

4. Click Employee ID dropdown box

5. Select employee

6. Assign appropriate permissions

7. Click OK to save.