A User Record allows a user to log into and utilize the application. Before a security user record can be created, the user must be entered as an employee in the Employee module.
To access the Security user module, select the Utilities menu (1), followed by the Security submenu (2), followed by Users (3).
In the toolbar menu, located in the upper left of the main HEMS screen, click on the New icon to create a new user record.
Add the username of the new security user in the User Name field (1). Select the Default Service Area from the available choices on the drop-down list (2). Select the Employee initials from the Employee table drop-down list (3).
Enter the Control Group & Menu Group names in the available fields or click on the Permissions buttons to select which permissions the user needs.
For systems that don’t use Single Sign-On, the Password section is where the password management for the user occurs. Use the Temporary Field (1) to provide a temporary password to the user.
In the Login section, the Status checkbox will be checked if the user is logged into the application. If the Multiple box is checked, the user can open multiple instances of the application at once. If the Security box is checked, the user can create security user profiles in the application.
Once the User Profile is complete, save the record.