Create a New User in Security Management

 

Follow these steps to create users of WMS, then configure what each user will access, and place them in groups as needed.

 

To create a new user:

  1. From the Setup menu, select Security Manager. Or, click the Security Manager icon on the Setup toolbar.

  2. Click the blue Users tab in the upper left corner of the screen.

  3. On the Security Management toolbar, select Security Management > New User. Or, click the Create New User icon on the application toolbar.

 

 

 

  1. Enter the first and last name of the new user in their respective fields.

  2. Enter a password for the user in the Password field.

  3. The user ID is automatically created. The client can manually override the user ID by typing in a client designed unique combination in the User ID field. 
     

NOTE: If this user is going to send and retrieve data with Sage Timberline® Office Accounting and/or Estimating, each user ID and corresponding password in WMS must match exactly to the operator ID and password that is set up in those Sage Timberline Office products.

 

  1. Type any additional  information in the Description field. This field is completely user defined. Any additional information necessary to identify the user may be entered in this field.

  2. Enter a variance approval limit amount for the new user in the Variance Approval Limit field. For more information on variance approvals, see Approving Variances.

  3. To assign a group to the new user, follow the steps outlined in Add a Group to a User.

  4. To assign a privilege(s) to a new user, follow the steps outlined in Add Privileges to a User.

  5. To add a report(s) to a new user, follow the steps outlined in Add Reports to a User.

  6. To add a division to a new user, follow the steps outline in Add Divisions to a User.

  7. To add variance category permissions to a new user, follow the steps outline in Add Variance Categories to a User.

  8. After all appropriate groups, privileges, and reports have been assigned to the new user ID, continue adding and changing users, or save the completed user.

  9. When finished, click the Save icon on the toolbar to save all changes.

  10. Click the Exit icon in the upper right corner to exit the application.

 

Related Topics

Copy User to New User

Delete Users

Change User Password

Add a Group to a User

Add Privileges to a User

Add Reports to a User

Add Divisions to a User

Add Variance Categories to a User

Delete a Group from a User

Delete Privileges from a User

Delete Reports from a User