SYS: Adding a New WinTeam User

Use this procedure to add a new WinTeam User. You may want to review the following topics before adding a new User:

• User Security
• Learning about Groups
• Learning about Location Security
• Learning about Read-only Security

To add a new User

1. From the Security menu, click User Setup.
   The User Security screen displays.
2. In the User Name field, type the name of the User you are adding.
3. Although the Password field is not required, we highly recommend that each User has a password assigned.
4. Assign Pay Security as needed.
5. Assign Personnel Scheduling Security as needed.
6. In the Groups grid, select the areas you want the User to have access to. Use the Detail button to drill to the Groups screen. For more information on Groups, see Learning about Groups.
7. Use the Group Filters to limit the Groups displayed in the Groups grid.
8. You may verify your entries by printing the User Security Report.

To copy (Rollover) an existing User Security record to create a new User Security record

1. From the Security menu, click User Setup.
   The User Security screen displays.
2. Use the Lookup field to locate an existing User Security record.
3. Click the Rollover button on the toolbar. The system prompts you to specify the new User Name you want to create. Type the new User name.
   
4. Click OK.
5. The new User Name is now created with the same permissions that were set up for the User you rolled over from.
6. Modify the User Security record as necessary.