A login is an individual user of the product and so their login record identifies them and determines what they can do. Each login is based on a login profile that sets the general rules for accessing and processing data. The login then refines those rules, making a more precise definition for the individual user.

A login record must exist for every user of the system. Each login will be a member of a login group that sets out allowed actions.

Selecting Logins will display a search screen so that you can locate required ones (refer to Searching and Filters :

 

Click:

•    Add to create a record

•    Change Password to force users to change their password

•    Create Data Template to add a record that can then be used as a basis to create actual logins

•    Import Data to import and load data from a spreadsheet file.

For any listed record, you can click:

•    Own Resource name to access the resource.

•  then:

Edit

to change listed data.

Open

to access the login record in order to amend it .

Clone

to create a login that is similar to an existing one. This creates a copy of the original so that you need only enter a code and description, and then change other details where necessary.

Code Converter

to change the code of the login if it is incorrect. All affected records will be updated.

Delete

to delete the login record, after confirmation.


More:

Adding and Maintaining Logins

Changing Passwords