User Properties Dialog

User Name

Users will use this name to access the client file when protection is on. If modifying existing information this field is read-only.

Identifier

Enter a unique name for the user. This will appear in other areas of the program referred to as "initials". This field can be modified at any time.

Notes

• Duplicate identifiers are not permitted
• Maximum field length is eight characters

• Identifiers with less than 8 characters will be filled with spaces

Administrator

Select to grant the user the following administrator rights:

• Access to all rights in the Rights Tab of the Group Setup Dialog.
• Authority to set up Administrator Options of the Data Store.
• Ability to create, copy, modify, or delete shared views in Tracker when the Require log in for Tracker check box is selected in the Data Store.
• Access to all files in the Working Papers client file.

Prename

Enter the title of the user (e.g., Mr., Mrs.).

Type

Use the drop-down list to change a user to active or inactive.

Active Users:

• Can be assigned to access Working Papers client files.

Inactive Users:

• Cannot be assigned to any password-protected client file even if they are listed as a user in the client file. This is the most effective method of removing a user from the Working Papers security system.

First Name

Enter the user's first name.

Last Name

Enter the user's last name.

Designation

Enter the user's designation (e.g., C.A., C.P.A., Ph.d.).

Password

Create an optional password for the user. Once assigned to client files, users must provide a password to access the file. Users can change passwords at any time while working in a client file. If you are creating passwords for all users in the user list, you can use the same password for each user. After accessing a client file, you can instruct users to change the password to one of their own creation. Passwords can be alphanumeric and up to 14 characters long.

If the password field is left blank, Working Papers will ask you to confirm if you want to create a user with no password.

Confirm Password

Enter the password again.

Standard Rate

Enter the rate being charged to the client.

Plan Rate

Enter the rate being charged to the client.

Group membership for user

Select groups to add the selected user in by selecting the check boxes. Clear the check boxes to remove members from the group.