Aristotle Support

User Manager

Article ID: 808
Last updated: 07 Mar, 2010

User Manager

Select Users from the System menu.  The User Manager displays the login names of all of the existing users on your BackOffice database and each user’s full name.

 

To add a new User click the Add button and a blank View/Edit User screen will appear.  To modify an existing User, click the View/Edit link next to that User, and that User’s View/Edit screen will appear.

 

Enter the contact information for the User in the appropriate fields: First name, last name, e-mail address, login, password, and a repeat of the password.  The Login is what the User will type in the User field on the initial login page every time they login.  You are asked to type the Password twice to ensure that you did not create a typo or error when entering the password – the characters are hidden by bullet-characters for security.

 

Access Permissions

The next step is to set the Access Privileges for the User.  Administrators have complete control over the information that every User can view, modify and export.
 

 

Types of Permissions

Individual/Organization

determines access to basic contact data.

 

 

 

 

 

 

 

 

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Permission Settings

None

User cannot view data.

View

User can view data only.

Add

User can add new data and view existing data, but cannot modify existing data.

Edit

User can view, add, and modify database records.

 

Export privileges can be given to a user regardless of their access level.
Checking the box in the Export column allows a user to run lists and reports in batch formats.

 

Administrative Privileges
Administrative privileges determine the extent to which a user can modify other
users' access to the database.
 

None

User cannot add or edit users' privileges at all.

Standard/ Full

Administrator can add new users and can grant full access to Individual records.

 

 

 

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Article ID: 808
Last updated: 07 Mar, 2010
Revision: 1
Views: 361
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