Set a user name and password for all those that need to access the Web Administration Tool.  This is done through the User Setup tab within the Personnel setup.

 

Setting Username and Password

1.   Access the Web Administration Tool,

2.   Select the User Setup > Personnel setup,

3.   Select the Employee from the list of available personnel, or press New to define a new user record,

4.   Click on User Setup,

5.   Press the Edit button to allow the data to be modified,

Figure 17: User Setup > Personnel > User Setup

6.   Enter a unique Username,

Important: When changing the Username, the Password must also be changed, since the Password encryption process relies on the Username value.

7.   Enter a unique Password,

8.   Select a Security Profile from the available drop-down list,

9.   Select a Report Profile from those available,

10.  Press Save to keep the changes,

11.  Repeat Steps 3 through 10 to update or add user access to other employees.

 

Once User Setup record is established, the employee will be able to use the username and password to access the Mover’s Suite and Web Administration Tool application.  The extent to which they can access and update records is dependent upon their Security Profile and Roles. 

 

The Security Profile establishes the employee’s access to specific areas of functionality within the Mover’s Suite application.  They are defined within Web Administration Tool > User Setup > Security Profile.

 

Roles define access to specific functionality within the Web Administration.  Read more about roles within the Assigning User Roles section.