Management User Tab

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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Detail

To add a user:

1. Navigate to the user tab

2. Click Insert

3. Type in the Username, First Name, and Last Name

4. Type in any other optional fields

5. 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:

Active – This determines if the user account is active, and therefore if they can login or not.

Reset – Setting this to Y will trigger the person that enters their username into the Arborsoft login to get a prompt that will force them to reset their password as pictured below. By adding new users, the Reset box will default to Y.

Locked – This field will set itself to Y should a user fail five times in a row logging in. Should you want to allow a user in without resetting the password, you can toggle this to N.

Expiration Date - Sets the date that the account will automatically expire the user account.

Check Max - Limits the user to cutting checks at this amount or below, applies to all modules.

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:

1. Navigate to the relevant tab

2. 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.

The various permissions and their function are listed below. Keep in mind that if a user has access to a module but doesn’t have permission to add/change (i.e. access to the Consumer module but wasn’t given Add/Change Consumer), they’ll still be able to view the information and likely make changes on some tabs.