Each person that will work in, or have access to, the system must have a user ID. The user ID is generally the users' initials but can include other characters as well. The user ID can be 1, 2, or 3 characters in length.
Upon entering the system, it will ask for a user ID. If this is the first time entering the system, enter the 1-3 character user ID that is desired. The window message will state that the User ID does not exist. Click "Create New" to finish the setup for the new User ID.
After "Create New" has been chosen, another screen will appear asking for a User Name and Password if desired. If a password is desired, enter it in the "New Password" field and then verify it in the "Verify Password" field. The password will have to be entered by this user each time upon entering the system.
If a password is not desired, check the box for "Do Not Require a Password." This will allow this particular user to enter the system from this point forward without entering a password.
The User ID will then be available in the Utilities module > Global > System Security to be setup for any permissions/restrictions within all or particular companies. Additionally, if a password is required, the number of days before Password Reset can be entered for this user on their Security Maintenance screen.
See Security for further information on user level security.
NOTES:
•If user level security has been enabled and a user does not have access to a specific company, that company will not show on the company drop down list when that user logs in.
•When downloading a new version of Pak Accounting, the User ID associated with initiating the download has to be a two character User ID at this point in time. Additionally, there are no utilities to change an existing User ID from one code to another.