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How to add or delete a user

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Written by Andrew McNeice
Updated over 2 months ago

Users are managed via their record and security profile in the system area.

When adding or deleting a user you need to log in with the SA or an alternate user with super user rights within the SQL database


​Add a User:

  1. In System, go to User Records

  2. Click New User

  3. Enter an ID and create a Password in both fields

    1. SA user does not require the old password to be entered

  4. Assign a Profile Code

    1. To mimic an existing user's access, use the same code that they have

  5. Use the Linked Users tab to enter ADM user information if required

  6. Click Save & Close to confirm the changes

Delete a User:
​Please note that transactions and records contain the details of the user that created or edited them, and so if a user is deleted reports that use that information may no longer work correctly. Typically we recommend setting a user as Inactive and creating a new one to replace it.

  1. In System go to Users

  2. Locate the user and select them

  3. click Delete, and Yes to confirm

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