From the Setup Ribbon Page,

In the "User Admin" group, Click "Manage Users" button

and the following form will be displayed:

This is tabbed form with the default users tab selected by default. You will notice that this table has a single entry with a login ID of “admin”, which is the account that PA creates for you when a new database is created. It is recommended that this account be deleted and replaced with an account of your choice.

Before we enter our uses, we will take a look at the other tabs to see if any changes are required to fit our company profile.

The Departments Tab

Here you can see a table containing two fields, one for the department code and one for the department name. These entries were created automatically by PA, however you should amend this so that they match your company structure.

To modify, first select the row to modify, and then select either the Add, Edit or Delete button as appropriate. The Add and Edit buttons will display an editor which will allow to make any changes which must then be conformed with the save button and disregarded with the cancel button.

Clicking the Delete button will display a confirmation popup from which you can either confirm or cancel your delete request.

Note to edit an existing row, simply double click the row and the popup editor will be displayed.

The Disciplines Tab

Here you can see a table containing two fields, one for the discipline code and one for the department name. These entries were created automatically by PA, however you should amend this so that they match your exact company structure.

Again, to modify, first select the row to modify, and then select either the Add, Edit or Delete button as appropriate. The Add and Edit buttons will display an editor which will allow to make any changes which must then be conformed with the save button and disregarded with the cancel button.

Clicking the Delete button will display a confirmation popup from which you can either confirm or cancel your delete request.

The Cost Codes Tab

Here you can see a table containing two fields, one for the cost code and one for the cost name. These entries were created automatically by PA, however you should amend this so that they match your exact company structure. These codes will be made available when completing a time sheet.

The Users Tab

Above you can see that two uses have been added using the user editor screen below.

Complete the user editor form as you would any other form, remember to make a note of each users Login ID and Password. These credentials will enable your uses to login once the details have been added.

You will note that the last two drop down boxes are made up from the previous tab entries for department and disciplines. This is why we made changes to those tabs before we added our users.

You will also note that for each user there is a text box to enter each users email address. This information is essential if you wish to take advantage of the email notification functionality. When email notifications are enabled, it will only function if valid email addresses are entered here. The red warning symbol indicates that the field must be populated in order to save the information on the form.

In order to protect the privacy of your users, all email related fields encrypted using 128bit encryption before being stored in the access tables.

Once you have entered all your user information,

You can proceed to step 3