14.4. User Maintenance Menu
The User Maintenance Menu contains 4 options.
A list of Users is maintained by Equity, and this menu leads to the functions with which you maintain the list. We will go through each option on the menu separately.
14.4.1. View User Details
This is the option that will be used most often once all of your users have been entered into the system. It enables you to view the chosen user without editing the record. Note that you can only view users that are already entered into Equity.
When this option is selected a screen will be displayed that allows you to enter the ID of the user you want to view.
You can either type in a valid user code and press [Enter], or press [F2] to pop-up a list of users. The user's record will then be displayed for you to view. The record cannot be changed, but there are several function keys that can be pressed to pop-up more information about the user.
[F3] Lists the modules that the user has access to. Press [Esc] to return to the Users Detail screen.
[F4] Lists the companies the user has access to. Press [Esc] to return to the Users Detail screen.
When you have finished viewing the user press [Esc] to return to the select screen. You can either select another user to view or press [Esc] to return to the User Maintenance Menu.
14.4.2. Edit User Details
This option is used to enter any changes to the users details. When this option is selected a screen will be displayed that allows you to enter the user you want to edit. You can either type in a valid user code and press [Enter], or press [F2] to pop-up a list of users.
The Users record will then be displayed for you to edit.
The cursor will be on the first field in the record. Use the [Enter] and [Esc] keys to move through the record and enter the appropriate changes.
When you have finished editing the record, press [Ctrl][Enter]. If you wish to abandon the changes you have made without saving them press [Ctrl][Esc] or [Alt][F4] if you are running under Microsoft Windows.
You are given the choice of entering another user to edit, or press [Esc] to return to the User Maintenance Menu.
14.4.3. Add New User
When you first start using Equity you will have to enter all your user details using this option.
When this option is selected a screen will be displayed that allows you to enter the User ID you want to add.
The User ID is usually an abbreviation of the users name. Any combination of letters and numbers is valid, but we advise against using spaces as they can become hard to remember. It can be up to 10 characters long, but it is in your own interest to keep code as short as possible as the user will need to type enter their ID every time they start Equity. When you have entered the Users ID press [Enter].
The New User's record will be displayed. All the fields will be empty except for the first which will contain your newly defined User ID. The cursor will be on the first field for you to enter. Use the [Enter] and [Esc] keys to move through the record.
User ID This is the users code which can be up to 10 characters long, and may contain any combination of letters and numbers. It shouldn't contain spaces. This code will have to be entered each time the users starts using Equity. It may be wise to ask the user what ID they wish to use.
Name This is the name of the user which can be up to 20 characters long.
Password This is the users password. If you wish to take advantage of the security features within Equity every user must have a password. As the password should be easy for the user to remember, it is best that they choose their own password.
Note : If you don't want to use the password feature you can leave this field blank.
Security Level This is the number up to 10 that indicates which level of the program the user can enter. For more information on setting security levels, refer to Set Module Access Levels in this section of the manual.
Last Company Used This field indicates which company the user was last in.
When you have completed all the relevant fields a message -'Press Enter to Accept'- will be displayed at the bottom of the screen. If you are happy with the users details, press [Enter] to save.
If you want to change any details before saving use the [Esc] key to back through the record and edit fields. If you want to abandon the user record without saving any details press [Ctrl][Esc] or [Alt][F4] if you are running under Microsoft Windows.
You can then either enter another user code to add or press [Esc] to return to the Users Maintenance Menu.
14.4.4. Delete Users Details
When this option is selected a screen will be displayed that allows you to enter the user you want to delete. You can either type a valid User code or press [F2] to pop-up a list of users. The users record will appear on the screen with a message in the top right corner - `Press Enter to Delete'. If you wish to delete the displayed users record press [Enter]. If you do not wish to delete it press [Esc].
You can then select another user to delete, or press [Esc] to return to the User Maintenance Menu.
Note : Users cannot be undeleted once they are deleted so always delete with caution. You cannot delete a user who is logged in.