Entering Basic User Information

Use the fields on the left side of the User Maintenance screen to enter basic user information.

To enter basic user information:

From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance screen.

Note: You must be assigned the USER.MAINT.ALLOWED authorization key to access this screen.

In the User ID field, enter the ID of the user whose record you want to view or update. An ID can contain a maximum of eight characters and cannot contain any imbedded spaces.
In the Full Name field, enter the user's first and last name.
In the Root Menu field, press F10 and select the menu name that determines the system programs to which the user will have access.

MAIN includes all system menus and is appropriate for the highest-level administrative user. To limit the functions available to different user groups within your company, create custom menus.

Note: Use the Program Editor to view a report of what is included in a user's root menu.

Complete the following fields as needed:

Field	Description
Nickname	The name by which the user prefers to be called. For example, if the user's legal first name is Robert, he may want to be called Bob.
Title	The user's job title, position, or job function. For example, Purchaser or Salesperson.
Department	Department in which the user works. Press F10 to display a list of valid departments and select one.
Birthdate	The date the user was born. If you enter a birth date, the Happy Birthday message tune plays on the user's birthday.
Msg Tune	A short audio tune that plays when the user receives a system message. Press F10 and select a tune from the list. To create your own tune, use the Music Composer.
Sort By	How the system sorts the user's full name in lists, searches, and reports. For example, D.DOEJAN for Jane Doe sorts by D and DOE for Doe before sorting by JAN for Jane. The system populates this field with the user ID. Enter new sort by criteria if necessary.
WO Recall	A number that identifies the default Work Order Entry view for this user when recalling a work order. Press F10 and select a view from the list.
WO New	A number that identifies the default Work Order Entry view for this user during work order creation.
Remote Cus	If the user ID is for a customer whom you allow to dial into your system to view information about their account, enter that customer's name in this field. This limits the user's inquiries to data related only to this customer.
Time Zone	The time zone in which this user works. Press F10 and select a time zone. The default time zone is that of the server to which the user is connected. When scheduling events with users in different time zones, such as conference calls, the system converts event times to each user's own time zone. Note: You can assign some time zones with a generic indicator (MT) or an explicit indicator of Daylight Savings Time (MDT) or Standard Time (MST). Regardless of the option you select, the system displays times based on the actual state of Daylight Savings or Standard Time.
Commission Plan	The plan used to determine how this user's commission is calculated, if applicable. Press F10 and select a commission plan from the list. To assign multiple commission plans to this user ID, use the Plan hot key. If multiple commission plans are assigned to this user, Multi displays in this field.

To complete the process of setting up a user, see Creating User Records.