Creating User Sign-in Security

Access the Work with User Security form.

1. Click Add.

2. On the Security Revisions form, complete one of these fields:

   • User ID

     If you enter a user ID that already exists, you can modify data source information for the user. The system disables all other fields and options for the user ID.

   • Role

     If you enter a role that already exists, you will overwrite the security record for role when you enter information on the form.

     Note:

     When you type information in one of these fields, the system disables the other field. For example, if you type ROLE1 in the User Class/Role field, the User ID field becomes unavailable for data entry.

3. Complete these fields:

   • Data Source

     If you leave this field blank, you will set security for all data sources. DEFAULT appears in the Data Source field when you tab out of the field.

   • System User

   • Password

     We recommend you complete at least the System User field.

     If you create records by role or for all users at one time, the Password field is populated according to the processing option that you select.

4. In the User Status area, select one of these options:

   • Enabled

     With User Status enabled, security allows the user to sign in. This option is the default setting when you create user security.

   • Disabled

     With User Status disabled, security prohibits the user from signing in to the software.

     Note:

     If a user commits a security violation, such as exceeding the maximum number of allowed password attempts, the software automatically sets the value for User Status to Disabled. The system administrator must access the user security record for the user and set User Status to Enabled before the user can sign in. In addition, the system administrator can access Administrative Password Revisions to reset the password of the user, which also restores a user profile to the status of enabled.

5. If you want to set limits on the passwords for users, complete these fields:

   • Allowed Password Attempts

     Enter the number of invalid password attempts allowed before the system disables access for the user.

   • Password Change Frequency

     Enter the number of days until the system requires the user to change the password.

   • Daily Password Change Limit

     Enter the allowed number of times a user can change a password in a day.

   • Force Immediate Password Change

     Click this check box to require the user to change the password on the next sign-in.

6. Click OK to save the current user security information.