Overview
The “User” tab is where the people are inserted into to Arborsoft with their associated username and password that they’ll use to gain access. In the top area you can list and modify a user’s contact details such as their email address, cell phone, and view the last time a user logged in.
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Navigate to the user tab
Click Insert
Type in the Username, First Name, and Last Name
Type in any other optional fields
Click Save
You can modify the fields in the top area by clicking in the box you wish to modify, and either selecting something in the drop down or entering text depending on if the field and clicking Save on the top or pressing F10. The functionality of the specialized drop-down boxes are as follows:
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Locked– This field will set itself to Y should a user fail four times in a row logging in. Should you want to allow a user in without resetting the password, you can toggle this to N.
The lower window will display the Reports, Permissions, and Modules tab, and displays what items are granted to the highlighted user above. To modify any of these items, right click in the lower area to see the options to add new items, or remove the highlighted item as shown below:
To add a report, permission, or module:
Navigate to the relevant tab
Right Click and select Add
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When “Add” is selected, you’ll be given the below window where you may select the report, permission, or module you wish to add by double clicking it. You’ll also have the option to “Add All” for the reports, permissions, or modules you’re viewing.
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