Managing user accounts and company files > Managing user accounts
A user can only open a company file by completing the Sign-on window. The user must enter a user ID and password to gain access to the user account. Then, whenever a user enters a transaction, it is labelled with the user ID. This allows you to keep track of who entered particular transactions, which is useful when following up disputes with suppliers or customers, and for pinpointing fraudulent transactions.
To create a user account
Start your AccountEdge software and click Open a company file in the welcome window that appears. The Open window appears.
Type Administrator in the User ID field, type the administrator’s password in the Password field, and click OK.
Go to the Setup menu and choose Preferences.
In the Preferences window, click the Security tab and then click User IDs. The User Access window appears.
Click New to open the New User Details window.
Type the user’s name in the User ID field, then type the password in the Password and Confirm Password fields.
Click OK. The new user account appears in the User ID column of the User Access window.
Click the new user account in the User ID column, then click in the Not Allowed column next to those command centres or functions to be denied to the user.
Click OK.
To obtain additional workstation licences [Network Edition only]
Go to the Setup menu and choose Company Information.
In the Company Information window, click License.
Call Customer Service at the number displayed in the Enable Licence window and follow the Customer Service representative’s instructions.
Ask the Customer Service representative for the company file’s confirmation code—you may need it to activate the extra licences you have just purchased.

Click to show more information

Top of page