How to...

Learn how to create user records and enable or disable user logins.

Related Topics:

  • Create a New User
    Create a new user record at any time. You cannot exceed the number of users that your company is licensed to set up.
  • Create a New User from an Employee Record
    If an employee has an employee record in the Employee Info Center, you can use that employee record as the basis for a Vision user record, for security purposes. This process generates a Vision username for the employee. You cannot exceed the number of users that you are licensed to set up.
  • Create Multiple New Users from Employee Records
    If employees have employee records in the Employee Info Center, you can use those records as the basis for Vision user records, for security purposes. This process generates Vision usernames for the employees. You cannot exceed the number of users that your company is licensed to set up.
  • Copy a User
    To create a new user record, you can copy and modify an existing user record. The new user record must have a unique username. The newly created user record inherits the first user's access rights and privileges, including record level security.
  • Delete a User Record
    When you delete a user record, the Vision username is removed and that individual can no longer log in to Vision. The associated employee record still exists; to remove it, use the Employee Info Center.
  • Modify User Information
    You can modify a user's setup information at any time.
  • Enable All Users to Use Vision
    You can enable all users at the same time. This is helpful when you need to enable all users quickly after you disable users in order to perform system maintenance.
  • Enable a Single User to Use Vision
    Enable and activate a user's access rights and ability to use Vision.
  • Disable All Users from Using Vision
    System administrators use this function to disable all users from using Vision.
  • Disable a Single User from Using Vision
    System administrators can disable a Vision user so that he or she cannot use Vision. You cannot disable your own username.
Parent Topic: Users Overview