Caution:
For security reasons, we highly recommend that you edit the Administrator's password from its default value.
On the users tab of the Security Options window, you can define user accounts for all people using ServiceCEO. Any person logging into ServiceCEO will need a Login and Password combination. This combination can only be used by one person at a time. In addition, you will need to have a user license for every Login in ServiceCEO. The number of users for which you are licensed is controlled by your Activation Code. If a user attempts to login with a Login name that is already in use, or if the number of allotted users has been exceeded, you will receive an error message.
Adding New Users
Editing Users
Removing Users
New users can be added to ServiceCEO by anyone with right to edit security settings.
Select Tools > Options or press CTRL+O. The Options dialog box appears.
Click Security from the Categories bar. The Admin - User Access Rights dialog box appears.
Click the Users tab.
Click New, click Add, press [CTRL]+U, or select File > New > New User. The Information and Member Of sections becomes active.
Type a login name for the user in the Login field. What is used as the login name is entirely up to the discretion of the individual creating the new user. However, we advise you use standardized login names.
Type a password for the user in the Password field. The password will appear as asterisks for added security.
Retype the password in the Verify field to ensure that the password was spelled accurately.
Type the user’s complete name into the Full Name field.
Type the user's e-mail address in the E-mail field.
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Caution: |
Select the check boxes for each user group you want to assign to this customer from the Member Of section. The user groups control what security rights the user will have.
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Note: |
Repeat steps 4-10 to add new users.
When you have finished adding users, click Save and Close.
Select Tools > Options or press CTRL+O. The Options dialog box appears.
Click Security from the Categories bar. The Admin - User Access Rights dialog box appears.
Click the Users tab.
Select the user who you would like to edit from the Users list.
Make any appropriate changes to the user as necessary. Add or remove the user from groups as needed by selecting or deselecting the appropriate check boxes in the Member Of section. Note that this will affect the user's security rights.
When you are finished, click Save and Close.
In order to ensure data integrity, you cannot delete users after they have been created. Given this limitation, if you want to block a user from accessing ServiceCEO, we recommend you change the user's password and deselect all of their User Group check boxes. This will effectively prevent them from logging into the program.
Back to the Implementation Checklist Overview
See Also:
Security Overview
User Groups
