Select User

Select an existing User to view or edit. To add a new User click Insert (F4). Search for a User using the Accredo Lookup.

User tab

User Code

Enter a unique code of up to eight characters for a new user, group or role. The user code cannot be changed once the User has been saved.

User Name

The full name of the user or user group.

Windows User Name

The User's Windows user name or UPN (User Principal Name). This must be unique per System User.

When Allow Windows Login is selected in System Settings, if the Windows User Name is set for a System User and matches either the User Name or UPN for the current Windows Account the User will be automatically logged in when Accredo starts. OTP prompt will still occur if required, and System password may be required every X days in System Settings.

Not available for the Admin Accredo user.

The Set Windows User button fills in the currently logged in Windows User name, if the logged in System User record is the currently logged in System User. This is available when Allow Windows Login is set in System Settings.

Password

Available for Users only and dependent on Permissions.

A password known only to the User (cannot be viewed).

Password requirements are set in System Settings. If the Password Minimum Length is more than 0, all Users require a password or Change Password must be selected.

To reset a User Password clear the Password field and select Change Password to require the User to set a new Password before they can login.

When a system password is changed, the new password will be pushed through to the user's companies if Allow System Password Sync in the Company Settings is selected and the User Code and old password match.

If this is changed for a different user to the User logged in the Last Password Entry date will be cleared.

Last Password Entry

The date the password was last entered.

Confirm Password

This field and the Password field must contain the same value.

Reset OTP

Enabled if user is currently Enroled for OTP.
Select the button to reset OTP enrolment if required, sets the OTP status to Pending.

OTP Status

• None, OTP is not enabled.
• Pending, OTP is enabled and user will be required to Enrol at next login.
• Enroled, OTP is enabled and user is enroled.

Last Password Entry

The date the password was last entered.

Last Password Change

The date the password was last changed.

Change Password

Selected, the User must change their password at the next login.

If passwords are set to be expired in System Settings this is set automatically when password expires.

Session types - Control access type per user

Allow Win sessions

Selected, user can login to the Windows client.

Exempt from OTP

If One-time password is enabled in System Settings - Passwords then OTP is required for Win sessions unless the user is explicitly exempted.
Selected, user is exempted from OTP required for login.

Date of last OTP Entry

The date the OTP was last entered successfully.

Allow Web sessions

Selected, user can login via the Web Service.

Allow ODB sessions

Selected, user can login via ODBC / OLEDB.

Allow Cmd sessions

Selected, user can login via the command line.

Allow COM sessions

Selected, user can login via COM.

The above default for new users from System Settings.

Phone No

The User's Phone Number.

Mobile No

The User's Mobile Phone Number.

Email Address

The User's Email Address. Click Create Mail Message (Ctrl+M) to send an email to the system user.

Unique User email addresses may be used in place of the System User Code for login.

Details

Details for the User, Group or Role.

Comment

A 30 character field that can be used as a reference, and filtered on for reports or Lookups.

Custom 1,

Custom 2

These fields can be used to add information to be stored with users, groups and roles. To change the field names, go to Company Settings - Display Labels tab and change the display labels.

Inactive

Selected, User, Group or Role is set as inactive and will be unable to login or have members assigned.

If the logged in User has Synchronisation permission, a prompt to Inactivate matching Company Users (default OK) is triggered when a System User is set to Inactive.

Note: The logged in User cannot be set to Inactive. Groups or Roles with Active Members cannot be set to Inactive.

Toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Edit (F11)

Enter Edit mode.

Insert (F4)

Select to add a new System User.

Select from:

• User - an individual user with login rights.
• Group - a user permission group.
  

Duplicate (Shift+F4)

Select to duplicate the selected System User. The Windows User Name, Password and Confirm Password fields will not be duplicated.

Delete (F3)

Delete the selected System User.

Note: The ACCREDO user and any logged in Users cannot be deleted.

Buttons

Save (F9)

Saves a new Company or adds modules. A warning will be shown if the user is not linked to a company.

Cancel (Esc)

Closes without making changes.

User Type

Select from:

• User - an individual user.
• Group - a group of Users.
• Role - a position, such as Sales or Management.