FAQ:SYS/Base registers/General/Users
| Published | unknown |
|---|---|
| Module | System |
| Version | 546 |
| Revision | unknown |
- Where do I deactivate users that have quit?
Open the employee in Base registers/General/Users. Go to the tab Authorisation and check the box "Blocked". If the person also is registered as an employee, go to the employee registers in Base registers/Pro/Employees and uncheck the box "Active". Finally, set an end date in the Calendar tab.
- How do I change a user's password?
Select user in the users' register in Base registers/General/Users and click New password. Note, that the user's e-mail address is required for sending the new password.
- What is the use of an e-mail address on a user?
It is used for sending new passwords or to send invoices for approval. It can also be used for sending reminders of time reporting.
- How do I give a user authorisation to all companies?
Go to the users' register in Base registers/General/Users, tab Authorisation. Under the heading Company authorisation, check the box "All".
- A user shall only have authorisation to one company. How do I set it?
Go to Base registers/General/Users,tab Authorisation and select the company under the heading Company authorisation.
- A user shall by default log in to the latest opened accounting year, how do I set that?
In Base registers/General/Users,tab General, leave the year field blank.
- I cannot save a user, i get an error message saying "General authorisation group mandatory, why?
The user's authorisations to Marathon are defined in authorisation groups. Without an authorisation group the user does not have any authorisation. Select group in the Authorisation tab. It is also possible to set a group per company.
- A user shall be able to log in afte a certain date, how do I set it?
Go to Base registers/General/Users,tab Authorisation and set a date in the field Active period.
- What does the option "Send e-mail about new invoices" mean in the Approval tab in the users' register?
If the box is checked, teh user will receive e-mails with new password, approval of invoices and reminders of time reporting.
- How do I change a user's authorisation?
The authorisations are administrated through authorisation groups that are connected to users. Select group in the Authorisation tab in Base registers/General/Users. If you want to make changes to the group, go to System: Authorisation.
- A user cannot log in to Marathon, why?
Either the user has not changed his/her password by request, or made too many incorrect login attempts. Go to Base registers/General/Users, tab Authorisation and check. If you want to give the user a new password, click New password.
- A user has changed name and I want to change his/her user code, how?
Register a new user with the new code and click Copy from and fetch the information from the user's old code. Then, deactivate the old code. The employee code has to be the same as user code, convert it in Classic 04-10-10-30.
- A user gets an error message when trying to log in "Access denied". Why?
Check wich company she/he is logging into in System: Base registers/General/Users, tab General. Check also tab Authorisation if he/she has authorisation to that company.
