Editing Users

To change a user’s password, permissions or settings
1. In the main Toolkit menu select File > Users.
2. In the main screen of the User Manager highlight the user and select the icon. The Edit user screen displays.
3. Make the appropriate changes then click on the OK button when you are done.
You cannot rename a user.
To remove a user
Only users with no GLs checked out can be deleted.
1. In the main Toolkit menu select File > Users. The User Manager displays.
2. Highlight the user you want to delete then click on the icon. A warning message displays.
3. Click on the OK button.
You cannot delete the supervisor. (But you can change the supervisor. See Promote User to Supervisor for details.)
To remove multiple users
Only users with no GLs checked out can be deleted.
1. In the main Toolkit menu select File > Users. The User Manager displays.
2. Either left-click and drag or shift + click to select multiple users then click on the icon
You cannot delete the supervisor. (But you can change the supervisor. See Promote User to Supervisor for details.)
To add users from a file
You can add multiple users using a comma-separated value (csv) text file. The file must be in the following format:

“Username”,“Password”,“Email Address”,“Full Name”

The Password field is optional (password will default to 12345 if not specified).
1. In the main Toolkit menu select File > Users. The User Manager displays.
2. In the Users tab select the icon. The Import Users CSV screen displays.
3. Browse to the file you want to add then click on the Open button.
To copy users
To save time when creating new users you can copy an existing user’s settings to a new user.
1. In the main Toolkit menu select File > Users. The User Manager displays.
2. Highlight the user you want to copy settings from.
3. Click on the icon.
4. The Create new user screen opens with all of the copied user’s settings applied.
5. Follow the sub-steps below.
1. In the User name field enter a name for the user.
2. In the Password field enter a password for the user (the password must be at least five characters in length).
3. In the Email field enter a valid e-mail address for the user (this is a mandatory requirement).
4. In the Full Name field enter the user’s full name.
5. Click on the OK button.
To suspend user rights
1. In the main Toolkit menu select File > Users. The User Manager displays. [Picture]
Note that, in the above picture, the user ‘Allan’ is assigned to four facilities (as denoted by a green cross in the check boxes) and he is therefore ‘active.’ (An assignation to at least one facility makes the user ‘Active.’)
1. Deselect all of the check boxes which represent the facilities to which the user is assigned. The tick in the Active check box disappears denoting that the user is now inactive.
To copy user properties
Properties are copied to another user only where users are assigned to the same facilities. For example, column permissions can only be copied if column formats are the same, therefore users must be assigned to the same facilities.
1. In the main Toolkit menu select File > Users. The User Manager displays.
2. Highlight the user you want to copy properties from.
3. Click on the icon. The Select User screen displays
4. Click on the user(s) you want to copy the properties to, then click on the OK button.

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