General Application Functions > MoversSuite Administration > User Roles and Access

Setting User Name and Password

 

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

 

Setting Username and Password

1.   Access the MoversSuite Administration - web,

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 21: 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 MoversSuite and MoversSuite Administration - web 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 MoversSuite application.  They are defined within MoversSuite Administration - web > User Setup > Security Profile.

 

Roles define access to specific functionality within the MoversSuite Administration - web.  Read more about roles within the Assigning Administrative User Roles section.