An admin user will have master access without any restrictions.
- Admin Users – these are users that will require access to either MarginPoint 8 via a browser or through a mobile device. These users require more information to be input in order to gain access to the application.
These are the steps to enter a new user with all new information. If the new user shares many characteristics or settings with an existing user, you may copy an existing user (see Section 3 of this Chapter), and then change settings as required.
6.2.1 To create an admin user
1. At the far left of the home screen, click the Company tab to display the company navigation tree.
2. Click the user’s company in the Company Tree.
3. Click the Administration drop-down.
4. Click the User option in the drop-down. The Administration > Users > View Users screen will appear, listing all users assigned to the selected company.
5. In the User section of the ribbon bar, click New User.
6. Enter the new user’s information in all of the required fields. Required fields are marked with a red circle and include the following:
a. First Name
b. Last Name
c. Phone
d. Email Address
7. Enter information in the optional fields if desired
8. Click the Preferences tab and change the default information as required
9. Click the Security Settings tab
10. Enter information in the required fields. Required fields are marked with a red circle and include the following:
*Note: The username must be unique within MarginPoint 8. Refer to the beginning of the chapter for more information regarding this requirement for the username.
a. Username
b. Password.
c. Retype Password.
d. Question: A reminder question to assist the new user in remembering the password.
e. Answer: The answer to the password reminder question.
*Note: both question and answer fields have a seven character minimum requirement.
11. Click the Security Roles tab.
12. Assign at least one security role to the new user by dragging and dropping from the Available Roles Column into the Assigned Roles Column. You may also click security roles to select them, and then use the arrow icons to assign them.
13. Click Save to create the new user.