Adding users

Note: On a Windows 7 installation, if you have administrative rights but only your user details are displayed, use to launch the administrative version of Security Console.

For more information, see the Administrative Access Recovery section of the SunSystems Installation Guide.

To access the User Management page, select Security Users (SEU).
- If you log on as a normal user, with no administrator rights, the page displays your own details and you cannot add users, edit details, or view details of other users.
- If you log on as a user that is a member of the SunSystems Administrator group, you can view and edit details for existing users, and add details for new users.
To create a new user, click the Create User button on the User Detail toolbar.
Select the General tab and specify the General user information:

User Name

The name of the user. This is the name used to log on, so you may wish to use a short format such as Joe Smith.

Full Name

You can use this field to record the user's full name which may not be appropriate as a log on name, such as Mr. Joseph Smith.

Description

Use this field to record a detailed description of the user, such as job title or department.

Title

Use this field to record the user's department or position within your organization.

Preferred Language

From the drop-down list, select the user's preferred language. This will control the Security Console interface.
Note: If you select Arabic as the preferred language for a user, you also have the option of using the Hijri calendar throughout SunSystems for that user. The calculation method for Hijri dates is based on the Umm al-Qura version of the calendar.

Email Address

Optionally, enter the email address of this user.

Lock Status

Once a user record has been created, this field is available to administrators and shows whether the user is unlocked or locked. If they are unlocked, then they are free to use the system; if they are locked, for example, because of using an invalid password, it means they cannot log on to the system. Click the Browse button next to this field to display the Lock Status Details dialog which provides more information. Using this dialog, the administrator can change the status of a user from Unlocked to Locked, and vice versa.

Last Logon Date

This field is available to administrators only and shows the date this user last logged on to SunSystems. If the user has never logged on, this field displays the date they were created.

Photo

You can upload a photo to be associated to the user. Use the browse button to navigate to the required picture file.
Click Save to save your changes.
Select the Groups and Operator tab and specify this information:
Assigned User Groups

Click the browse button to display the user groups. Select the groups to which the user must belong.

See Groups and Adding, Editing, and Copying Groups for more information.
Operator Code

Specify a code to identify this SunSystems user. It must be three characters long and must not contain accented characters. It represents the user you create in Security Console and is mapped to the User Name.

Note: This is not the code used to log on to SunSystems. The User Name is used to log on.

Status

Status.

Lookup Code

Lookup code.

Short Heading

Short heading.

Default Business Unit

Select a default business unit. This means the user has automatic access to the business unit forms. Users can use alternative business units by selecting Change Business Unit (CBU).

Default Ledger

Select the default ledger for this user. This prevents budget code requests for those functions that do not have a budget code specifically defined.

Language

The language to be used by this user.

Set Operating System Date
Select a login date setting. The options are:
- Confirm at Login
  The date is supplied and can be changed, but must be confirmed.
- Automatic
  The date is supplied and can be changed, but must be confirmed.
- Force Entry
  The date must be entered by the user.
Date Source
Select a source for the date setting. The options are:
- Obtain Date From Server
- Use Client Date.
Temporary Work Folder

This is a folder where temporary files are stored. If left blank, temporary files are stored in the SunSystems program directory.
Note: Environment variables can be entered in the format $AAA\, where AAA is the environment variable name, and shared folders on remote computers can be entered in the format\\BBB\CCC, where BBB is the name of the remote computer and CCC the name of the shared folder.
Specify a method of authentication to enable the user to access the system. You must specify at least one method from: Standard Authentication, Windows Authentication and Directory Service Authentication. Click the Authentication tab:
1. Specify this information for Standard Authentication:
  
  Enable Standard Authentication
  
  Select to enable standard authentication.
  
  Password
  
  Specify a password that conforms to the security password settings.
  
  User must change password at next login
  
  Select to force the user to change the password the next time they log into SunSystems.
2. Specify this information for Windows Authentication:
  
  Enable Single Sign-on
  
  Select to enable single sign-on authentication.
  
  Windows Account
  
  Click the browse button to specify the Windows Account for authentication as domainname\username.
  
  UPN
  
  Specify the User Principal Name for authentication as username@domainname.com
3. Specify this information for Directory Service Authentication:
  
  Note: These fields are only activated after setting up a Directory Service.
  
  Enable Directory Service Authentication
  
  Select to enable Directory Service Authentication.
  
  Directory Service Account
  
  Specify the Directory Service Account. Or, click the browse button to open the Map Directory Service Account dialog. Specify the Server, Account and Search term then click Find to search for the user name. Select a name and click OK.
4. Specify this information for SunSystems Authorization:
  
  Enable user for Authorization
  
  Select to enable the user to authorize financial transactions.
  
  Authorization Password
  
  The password the user must enter to authorize a set of transactions.
  
  Invalid Authorizations Count
  
  Select the option to count of the number of times this user has attempted to enter an incorrect Authorization Password.
  Note: If a user locks their authorization password by entering it incorrectly on three consecutive occasions, the administrator can reset it by changing the value in this field to 0 zero.
Save your changes.