Creating users

To create users:

  1. Select Administration > Security > User Setup.
  2. Specify this information:
    User ID
    A unique code identifying the user, and the description of the user. The description is the user’s full name.
    Language
    Select the default language for the user.
    Menu Definition User Group
    The user group to which the user is assigned.
    User ID Expiration Date
    The date on which the User ID expires.
    Password
    The password of the user.
    Note: 
    • The password can be a maximum of 64 characters. These combinations p@ssword, u$er, and other similar passwords are not allowed..
    • After a set number of unsuccessful attempts to log in, the system locks the User ID and Password. The system administrator or an authorized user must unlock the user record.
    • You can unlock the user record using the Unlock User (The system must unlock the user and hide the Unlock Userbutton).
    Password Expiration Date
    The date on which the password expires.
    Locale
    Select the locale of the user.
    Session Timeout (minutes)
    The time in which the system can timeout.
    Success Msg. Timeout
    Select the amount of time in which success messages will timeout.
    First Screen
    The code identifying the function to which the system defaults when the user logs into the system.
    E-mail Address
    The user’s e-mail address. The temporary password is sent to this email address in case a user is locked. You can specify the email content in the Text tab of LOGIN screen record in the Screens screen.
    Item Harmony Administrator
    Select this check box to consider the Admin user as an Item Harmony user.
    Screen Designer
    Select if the user can set up the appearance of screens.
    Allow Dataspy Edits
    Select to allow the user to edit Dataspies. This enables the Edit Dataspy button.
    Allow Dataspy Advanced Filters
    Select to allow the user to set advanced Dataspy filters.
    Account Super User
    Select this check box for the user to correct the accounts.
    Allow Global Dataspy Configuration
    Select this check box for the user to create dataspy of all other users.
    Report Author
    Select this check box for the user to access the Report Author screen, Report server and to create custom reports on the server.
    Account Super User
    Select this check box for the user to correct the accounts.
    Time Zone
    The time zone of the property.
    Daylight Savings Time Profile
    The profile for the daylight-saving time zone.
    Infor Item Harmony
    Select this check box to indicate that the user is an Infor Item Harmony user.
    Infor Connector
    Select this check box to indicate that the user Infor HMS Connector user.
    Default Currency
    Select the default currency for the user.
    Default Startup Module
    Select the default startup module for the user.
    Default Wrap-Up
    Select which language the system must be displayed on the Wrap-Up screen in CRS.
    Language Display Rates Configured in Currency
    Select to indicate that the system display the properties rates configured in the selected currency.
    Populate Property List
    Select to display the properties associated to the user on the initial CRS screen.
    Note: If not selected, the user must perform a property search for properties to display.
  3. Click Save.
    Note: Click Unlock User to unlock locked users and make them active in the system.

Assigning properties to users

Add or update properties that are linked to a user ID.

To assign properties to the users:

  1. Select Administration > Security > User Setup.
  2. Click the user record to view the user Property tab on the List View tab.
  3. Specify this information:
    Property
    The property to assign to the user.

    The system automatically populates the property description.

    User Group
    The user group of the user.
    Default
    Select the checkbox to assign a property as the default property for a user.
  4. Click Save.