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Adding / Editing Users (#USRGRPADDU01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20150219 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   7.X (and higher)   Video

How do I add / edit Users?

  1. Open the Users & Groups section by selecting Maintenance, Users & Groups. This screen will now open, as shown below. Listing of Users & Groups
  2. Click on the green + (at the top-right of the Users table).
  3. Enter the name for this new User. The new User will be created.
  4. To edit the preferences for your newly created User, double-click on their name. The User preferences screen will now open, as shown below.Edit User
  5. Enter any missing information, such as the rest of their name (using Full name). Click Edit next to the password to assign a password to this User.
  6. Now set the permissions for your User by selecting an area from the dropdown and then clicking / unclicking various tasks from the list below. When a dot appears next to a task, it means the User has that permission. Tasks without dots to the left indicate tasks that this User will not be able to perform. A brief description of each task is shown underneath as you select it.
  7. Once you have set your desired permissions in the various different areas (by using the 'Area' dropdown), click View Effective Permissions to see all permissions for this User. This will allow you to quickly identify what the User can and can't access.
  8. When done, click OK to save & close.



On Wednesday 19th February 2015, we held a free StorMan PowerSession webcast on the topic of users, groups & software security. In the recording, Andy walks you through his 9 key ways to secure your computer and - in turn - your customer management software.

This webcast recording forms part of Andy's blog post about software security. You can read more about security, watch the video recording & download the handy eBook via Andy’s post on our News & Blogs website.

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