Knowledge Base

• Log in to the database (Full Access privileges are required)
  
• Navigate to File > Manage > Security
  

• You can sort the columns by clicking on the titles in the top row.
  
• This view is sorted by Privilege Set:
  

• To add a new user, click the New button at the bottom left of the screen.
  

• Replace New Account with the username.
  
• We generally use first initial and last name but there is flexibility in what style you would like to use.
  

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• Click the box beside “Require password change on next sign-in”
  
• Then click the pencil icon beside <password expired>
  

• Enter a temporary password and then enter it again in the Confirm New Password field.
  
• Click the green Set Password button.
  
• (When the user logs in with the username and temp password, they will be prompted to choose a new password.)
  

• Click the green arrows at the right of the Privilege Set box. 
  

• Choose the appropriate privilege set
  

• Enter any details you’d like in the Description section.
  
• Full name of the person, department, etc. 
  

• If you would like to add another person, click the New+ button at the lower left of the screen and repeat the steps above. 
  

• Click the green OK button at the lower right corner.
  
• If you click the OK button too soon, you can always go back to Manage > Security and pick up where you left off. 
  

You can change a privilege set without resetting a password. Go to Manage > Security and select the user you want. Follow steps 10 & 11 above in these instructions. Then click OK in the lower right corner.