Users & User properties

		Allows you to add and remove users, and set user rights and properties.
		Show me
		You must always have at least one user in the system, known as the Administrator. You can rename the Administrator to be a user name if you wish, and you can identify the Administrator in any list because the name will appear in red. The number of users that you can have on the system is dictated by your Activation Code. Although you can add as many users as you want, if your Activation Code limits you to 5 users then only the first 5 will be displayed in any list, including at the Log-On screen.
		To change any property
		Choose a property from the User properties drop-list
		Double-click the user to change the property
		To add a new user
		Click the New User button
		Enter the name of the new user (Duplicates are not allowed)
		Click the OK button
		To delete a user
		Select the user to be deleted (You can make multiple selections. The Administrator cannot be deleted)
		Click the Delete user button
		Confirm that you want to delete the selected users
		Note For historical purposes the user's System folder (containing the Diary, internal e-mails etc.) is not deleted when you delete a user.
		To rename a user
		Select the user to be renamed
		Click the Rename user button
		Edit the name (Duplicates are not allowed)
		Click the OK button
		Access to areas of Setup
		You can control a user's ability to change the settings in a number of ways.
		You can make the entire Setup fully editable
		You can make the entire Setup read-only
		You can make the entire Setup hidden
		You can allow access to some options and block others
		To set a user's access rights in Setup:
		Double-click on a user
		Choose between Full access, No access, Read-only access and Customised access
		With Customised access, double-click each branch of Setup to cycle through the values of Full access, Read-only access and None (hidden)
		For example, you might want the Administrator to be the only user able to change the field names, in which case you would make all the branches of the Administrative & Database section either Read-only or Hidden for all other users.
		Can allocate jobs
		If set to True then the user can allocate other users to jobs in the Customer Service Management screen. This also means that the user can edit jobs via the Entire CSM Big Board in the To Do screen. You would normally set this to True for the user who oversees a Service department. If set to False then the user cannot allocate other users to jobs and has only read-only access to the Entire CSM Big Board in the To Do screen.
		Can be allocated to jobs
		If set to True then the user will be listed as a choice for being allocated to a job in the Customer Service Management screen. This also means that the user will see a My CSM Big Board on the To Do screen. If set to False then the user will not be eligible for doing jobs. See also: Skill level for...
		Can build tables of other people's forecasts
		If set to True then the user will be able to produce an overview of all sales forecasts in the Tables screen. This feature might best be restricted to just sales managers. If set to False then the user will only be able to produce an overview of forecasts which he or she has made.
		Can delete folders
		If set to True then the user can right-click a folder in the Filing screen and choose to delete it. As data security is paramount, this feature might be restricted to only managerial staff. If set the False then the user cannot delete folders.
		Can relocate folders
		If set to True then the user can right-click a folder in the Filing screen and choose to relocate it. As links between folders can be lost by relocating, this feature might be restricted to only managerial staff. If set the False then the user cannot relocate folders.
		Can send e-mail attachments
		If set to True then the user can attach files to outgoing e-mails. Organisations may want to restrict this as large e-mails can tie up the e-mail server. If set to False then the user cannot attach files to e-mails.
		E-mail address
		This is the external e-mail address of the user, if they have one. It can be printed on a Job sheet as a contact point for the worker doing the job. See also: Fax, Home postcode, Mobile, Phone
		Fax number
		This is the direct line fax number of the user, if they have one. It can be printed on a Job sheet as a contact point for the worker doing the job. See also: E-Mail, Home postcode, Mobile, Phone
		Filing folder
		Each user can have a folder in the main database, which is used primarily by the internal e-mail system but also for logging calls if you telephone users at home.
		Double-click on a user
		Select a folder from the database (The folder must already exist)
		Grant access to diaries
		If set to True then other users can schedule appointments in your diary and view your diary. If set to False then your diary can only be accessed by you.
		Group membership
		Reserved.
		Home postcode
		Used by the Service Management screen to calculate the distance from a user's home to the first job of the day. See also: E-Mail, Fax, Mobile, Phone
		Double-click on a user
		Enter a postcode and choose OK
		Note You require the Rapid Addressing feature to be configured in order to use this feature.
		Initials
		Sets a user's initials, which are displayed next to each event to signify which user created that event. Alternatively you can use mnemonics or abbreviations, or if you're lucky enough to only employ people with three-letter names then you're laughing.
		Note The maximum length is 3 characters. You can change users' initials at any time, they are not written into the events in the database.
		Job title
		Sets a user's Job title or position within the company.
		Mobile number
		This is the mobile number of the user, if they have one. It can be printed on a Job sheet as a contact point for the worker doing the job. See also: E-Mail, Fax, Home postcode, Phone
		Oversee these job types
		Used to filter out jobs when displaying the CSM Big Board in the To Do screen. If you have Service Department managers who each administer different types of jobs (Eg. Electrical, Mechanical etc.) then you can limit their view of the Big Board to only those job types. The job types that you tick will be shown on the Big Board. To show all jobs, leave all the job types unticked.
		Password
		Sets a user's password which is required in order to log-on as that user.
		Password expires
		If set to True then a user's password is due for revision after the number of days set in the Password expiry interval property. If set to False then users are not prompted to revise their passwords. Password revision is a standard security feature on many systems where data integrity is important. Users should be encouraged to change their passwords periodically to increase security.
		Password expiry interval
		Sets the number of days after which a user is prompted to revise their password, provided that the Password expires property is set to True. A value of 0 has the same effect as setting the Password expires property to False.
		Phone number
		This is the direct line phone number of the user, if they have one. It can be printed on a Job sheet as a contact point for the worker doing the job. See also: E-Mail, Fax, Home postcode, Mobile
		Skill level for...
		Sets a skill level for dealing with each Asset type. Users are listed in skill-level order when a new job comes up so that the most suitable candidate is at the top. Choose a rating between Highly qualified and Low skill, or choose Never send me if the user has no ability to deal with that Asset type. Users will only be considered for a job if their Can be allocated to jobs property is set to True.
		System folder (read-only)
		Displays the name of the folder where the users' Diaries are located. See the Users folder setting for the root folder name.
		Taskbar icons
		Reserved
		Note Changes made in this section will affect all users.
		Related topics Customer Service Management: An overview