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Setting Up Users

Emily Yeomans
  • Updated

Department Manager uses a multi-level security system to control software and database access. 

Typically, one or two users will be defined as administrators for each module, giving them all rights within the software. Non-administrators' security privileges are set up for each individual. 

Follow these instructions to set up user profiles in the Department Manager Accounting Module. 

  1. Click the Administration icon on the Department Manager system menu that appears in the system tray. A sub-menu appears.

    Grants_Admin_DM_Admin.png

  2. Click DM Administration to launch the Administration Module.

    Grants_DM_Admin_File_Menu.png
  3. Click File-User Setup to open the User Setup screen.

    User_Setup_screen.png

  4. Click the Insert button on the toolbar. (You will use the Edit button when you simply need to make changes to a user profile.)
  5. Enter appropriate profile data and password under User Information. We recommend defining the User ID to match the user's Windows login ID. (Enter a PI ID if the user is a Principal Investigator)
  6. Click check boxes in the Modules section that correspond to the modules that the user will access.
  7. Select Initialize Limit By List... options. Hover your cursor over the various buttons for explanations of the limits. 
  8. Under Module Security, click Accounting to confer user privileges for this module. For new users, a dialog box appears.

    New_User_dialog_box.png

  9. Click Yes at the prompt. A Security Setup screen appears for the module you have selected. Accounting Security Setup is shown here. 

    Accounting_Security_Setup.png
  10. Set appropriate user privileges for administrative functions and access on this screen. 

    Click Close when you complete the settings.
  11. Click any additional modules in Module Security for which you want to add this user. Modules that you have already set up will be highlighted. In this example, Accounting is not yet set up.

    You_can_see_which_Security_Modules_you_have_completed.png

    Repeat Steps 8 through 10 for each module you select.
  12. Click Close to exit the User Setup screen.

 

What's Next?

Proceed to Understanding Organizational Codes if you are ready to set up codes specific to your organizational structure. You may find it helpful to enlist the aid of central accounting staff to define the structure of various codes and possibly provide spreadsheets with relevant data. 

 

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