Add or Edit Users Internally

Overview

This guide explains how to manage user accounts in Cornerstone — both editing an existing user and adding a brand-new user. Adding a new user is a two-part process: first you create the Employee Profile, then you set up their Security Administration login and permissions.

This article is intended for alarm dealer administrators who manage employee access in Cornerstone. If you need to mark a user as inactive rather than create or edit one, see the article "Inactivate an Employee".

Edit an Existing User

Use these steps to make changes to an existing user's security profile.

1. Click Utilities from the main Cornerstone menu.
2. Click Security Administration.
3. Double-click the employee, or highlight their record and click Change.
4. Make your changes, then click OK to save.

Add a New User

Adding a new user requires two separate steps completed in order. First, create the employee's profile; then configure their security login and permissions.

Part 1 — Create the Employee Profile

The Employee Profile establishes the person's record in Cornerstone before a login can be assigned.

1. Click Utilities from the main Cornerstone menu.
2. Click Employee Profiles.
3. Click Insert to create a new record.
4. Enter the employee's information in all relevant fields.
5. Desktop users only: Check the 'Is Log-in User' checkbox.
6. Click OK to save.

Part 2 — Set Up Security and Login

Once the Employee Profile has been saved, set up the user's login credentials and assign their access permissions in Security Administration.

1. Click Utilities from the main Cornerstone menu.
2. Click Security Administration.
3. Click Insert to add a new security record.
4. Create a User ID and Password for the employee.
5. Click the Employee ID dropdown and select the Employee ID that matches the profile created in Part 1.
6. Assign appropriate permissions across the available access tabs (Customer Access, Service / Quotes Access, Invoice Access, Financial Reports, Management Reports, Miscellaneous, Calendar, etc.).
7. Click OK to save.

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517
Email: customer.success@alarmbills.com

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