CMS Add/Change Users window: User tab
Use this tab to enter identifying information for each user.
User ID
Enter a User ID of up to six characters. This must be unique and cannot be changed once it is saved. The following characters cannot be used when you create a User ID: quotation marks (“), angle brackets (< >), pipes (|), or dashes (-).
User Name
Enter a User Name of up to 50 characters. This should be more descriptive than the User ID. It can be changed as necessary.
Department
Enter the Department where this user works. This information can later be used as a sort option on certain reports.
For example, in the Sales module you can run a report that shows the sales for your organization for each department.
Extension
Enter the user’s telephone extension.
Password
Click this button to access the
CMS Create/Change Password window.
Locked
This check box only appears if Enhanced Security is turned on in
Module Preferences and a user has entered the wrong password 3 times. The user account will be locked for 30 minutes unless this check box is unchecked by an administrator. The account can also be unlocked if the user’s password is reset in the
Reset Password window.
Published date: 11/05/2021