SYS: User Security

Overview

Use the User Security screen to do the following:

  • Add, edit, or delete users
  • Change passwords for existing users
  • Assign and un-assign Groups to a User
  • Lock out individual Users at specific times during the day or all day

The User Name used to log on to the system controls the information made available to them.

When you enter this screen initially, the User Name "WinTeam" displays. This is the ONLY User Name that is loaded with the software. Do NOT delete this. WinTeam has full access to everything, except for the ability to print signatures on Payroll and A/P checks. You should add a password as soon as possible.

We recommend that each User who will be using the WinTeam system be set up with their own User Name and Password so that the System Administrator can identify who has logged on and off and when. There are a variety of logs that are kept on the system that identify the User who performed a particular function.

The Rollover button on the toolbar is available if you are on a current User Security record. You can roll over (copy) from one User Security record to another. Permissions set up for the selected User Name will be rolled over. For more information, see Adding a New User (security).

WinTeam Enterprise and ASP customers also have the ability to limit security by Locations.

For more information, see Learning about Location Security.

The TeamBid Only check box was added to enable Users to have access to TeamBid only and be excluded from counts towards regular licenses. For more information on TeamBid Only User licenses, contact our Sales Department at 800.500.4499.
Pay Security and PS Security do not display for TeamBid Only users. A TeamBid Only user does have access to change the logo in Company Setup.

Key Functionality