User Name File Maintenance
This window titled User Name File Maintenance is used to add or edit User ID information. Each person who is given permissions to use the IBS System must be assigned his/her own unique User ID and Password. No two users can have the same User ID or Password in the IBS System. Whenever a financial journal transaction is entered into the system, the User ID of the person logged on to that terminal will be denoted in the Audit Trail for that record. The Audit Trail enables you to determine which user recorded each financial transaction entry in the system. Therefore, the User ID assigned to each user should be something that will easily identify that person. Some of our customers will use the employee's initials as his/her User ID. Others will use a portion of the employee's First and Last Name. You can choose how you wish to structure the User IDs in your system. Just remember that no two users can have the exact same User ID. Also, you can never delete a User ID from the system as that User ID may be attached to historical entries in the system. You can, however, designate a User ID as "inactive" when an employee leaves your company.
You can view the User IDs by one of the following four sort orders:
Active by User ID Press this tab to view the User IDs that are currently designated as Active in your system in User ID order.
Active by Name Press this tab to view the User IDs that are currently designated as Active in your system in Name order.
All by User ID Press this tab to view ALL User IDs (Active and Inactive) in User ID order.
All by Name Press this tab to view ALL User IDs in Name order.
To select the desired sort order, simply point your mouse to the appropriate tab at the top of this window (Active by User ID, Active by Name, All by User ID, All by Name) and left-click your mouse once to select that sort order.
User ID/Sort-Locator: Depending upon the sort order tab you selected, there will be a locator field at the top of this window (User ID or Sort-Locator). As indicated, type in the User ID or Name of the user and the window will display the users starting with the closest match to what was typed. If this field is highlighted, then press the Tab Key to start the display.
[ Select ] Press this button to select the highlighted User ID.
[ Insert ] Press this button to open another window titled Adding a User Name which enables you to add a new User ID to the system.
[ Change ] Press this button to open another window titled Changing a User Name which enables you to edit the Name for an existing User ID.
[ Close ] Press this button to close this window and return to the previous window.
[ Help ] Press this button (if available) or the F1 key to view the Help text for this window.
