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 if those users 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 of the user's main security attribute settings come from the primary team. A user must have a primary team selected. You can only set one team as the primary team for a user.

If:

• You don't set a primary team, an error message displays when you click Save.
• The user is assigned to only one team, Greentree Desktop selects the Primary option for that team when you click Save.

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 is updated according to the selected teams. This may be useful if 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. To set up unique preferences for the user, select None. Make your selection, then click OK.

The User Maintenance form clears. Select the user to set up, edit, or view their user preferences.

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 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.

• Menu Security
• Access
• Security Attributes
• Primary Attributes

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