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The system tracks who's using the database based
on user initials. Access privileges to different
parts of the system can be made available -- or
disabled -- for individual users. This ability lets
you limit what users can see, change, and print.
There is virtually no limit to the quantity of users
in your user list.
Anyone who will ever use Clients & Profits
ASAP, even just once, must first be added as a
user. Every user is identified by his or her initials
(or some other code; it's your choice) and a password.
Every user has his or her own password, which
is unique. When a user starts Clients & Profits
ASAP, they will be prompted to enter their initials
and password; if the password is wrong, they won't be able to
open your C&P ASAP database.
Manager-level users can add, edit, and delete regular users. Active users that have time entries cannot be deleted until their time entries have been removed.
To see Clients & Profits ASAP Users
1 Choose Setup > Staff Members.
To add a new user
Adding a new user is a two-part process: First,
you'll enter the user's initials and name; then,
you'll give the user access privileges.
1 Choose Setup > Staff Members.
2 Click the add button.
3 Enter the new user's initials,
full name, password, billing rates, and e-mail address.
4 Select the new user's access privileges,
then click Accept.
NOTE: Once you add a new user to ASAP, that user
will be listed as "Inactive" until he/she
has logged in for the first time. Once the user
has logged in, he/she will be listed as "Active."
To edit a user's name
1 Click once on a user's initials.
The Edit Staff Member web page will open.
2 Make your changes, then click Save.
The changes take effect immediately.
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