User Maintenance

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Use this form to set up users to log into Greentree, assign system generic parameters to each user, and assign security and access parameters.

You can also assign users to teams to group similar users together, and enable faster user set up where those users will inherit the preferences of other users in a team. Users can belong to more than one team.

(Team table) Primary

Select this option to have all the primary attribute settings on the user come from the primary team. A user must have a primary team selected. Only one team can be set as the primary team for a user.

Reset to Teams

Use this option to reset the user to the selected teams. Any security and primary attribute changes that have been made at the user level will be updated according to the selected teams. This may be useful where teams are deselected, because users are not updated on removing a team.

To add a new user, enter a Name, and press F2 or click the Save icon to save. The Select preferences default form displays.

You can use the default preferences of another team or another user. If you want to set up unique preferences for the user, select None. Make your selection, then click OK.

The User Maintenance form clears. You must select the user you have just created to set up, edit, or view user preferences.

If you want to assign a user to a team, click Add Team. A list of all teams displays on the form. You can select the team or teams that you want to assign the user to. If a user already belongs to a team, the team's name displays in the table on User Maintenance form when you select the user. To remove a user from a team, deselect the checkbox beside the team's name.

Click the More Preferences button to view or edit the preferences for the user.

• General
• Security
• Print Forms
• Access
• Data Entry
• Privileges
• Business Analyst
• Mobility

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