To create a new user ID

Setup > Creating and using user IDs >>

The Preferences window should be displayed. (To find the Preferences window - Security view)

  1. Click the Passwords button. (This button is available only if you're signed on to AccountEdge with the User ID named Administrator.) The User Access window appears.


  2. Click the New button to open the User Details window.


  3. Enter a new user ID. If you want to assign a password to this user ID, enter and reenter the password in the next two fields.


  4. To copy restrictions: Select Copy User to assign user restrictions from an existing user ID to the new user ID. Click OK. The new user ID will appear in the User ID column in the User Access window.


--OR--

To select restrictions: Click OK. The new user ID will appear in the User ID column in the User Access window. Select restrictions by marking functions using the Not Allowed column.

  1. In the User Access window, click New to enter a new User ID or click OK to close the window.