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Both sides previous revision Previous revision Next revision | Previous revision | ||
cats:training:gettingstarted [2017/02/15 18:59] – moved "creating a shortcut" to its own page tom | cats:training:gettingstarted [2020/01/09 15:27] (current) – jen | ||
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Then, select **Maintenance > General > User File**. | Then, select **Maintenance > General > User File**. | ||
- | [{{:cats:manual: | + | [{{:cats:training: |
Select **Add** from the toolbar menu to create a new user. | Select **Add** from the toolbar menu to create a new user. | ||
- | [{{:cats:manual: | + | [{{:cats:training: |
Enter the new user ID. NDS recommends using the initials of the user's first, middle, and last names (two characters). User IDs can be up to 3 characters long. Enter the full name of the user in the description field without punctuation marks. | Enter the new user ID. NDS recommends using the initials of the user's first, middle, and last names (two characters). User IDs can be up to 3 characters long. Enter the full name of the user in the description field without punctuation marks. | ||
- | [{{:cats:manual: | + | [{{:cats:training: |
Click **Apply** to continue. On the next screen you can change the user rights and full name. Make any changes you need and pick **Apply**. | Click **Apply** to continue. On the next screen you can change the user rights and full name. Make any changes you need and pick **Apply**. | ||
- | [{{:cats:manual: | + | [{{:cats:training: |
When you are finished, you will see the new user name in the list of users. | When you are finished, you will see the new user name in the list of users. | ||
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When a new user is added to CATS, the user typically has a blank password, so the first time you log on to CATS you will put in your initials for your ID and press enter when prompted for your password. | When a new user is added to CATS, the user typically has a blank password, so the first time you log on to CATS you will put in your initials for your ID and press enter when prompted for your password. | ||
- | [{{:cats:manual: | + | [{{:cats:training: |
Please note that your company may use its own logo on the login screen. | Please note that your company may use its own logo on the login screen. | ||
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To change your own password, go to **User Preferences > Change Password** from the main CATS menu. | To change your own password, go to **User Preferences > Change Password** from the main CATS menu. | ||
- | [{{:cats:manual: | + | [{{:cats:training: |
A box will pop up with your user ID and a place to enter your current and new passwords. | A box will pop up with your user ID and a place to enter your current and new passwords. | ||
- | [{{:cats:manual: | + | [{{:cats:training: |
Fill in the fields and press **Save** to continue. | Fill in the fields and press **Save** to continue. | ||
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**1 - DEMOI** (Used throughout CATS.)\\ | **1 - DEMOI** (Used throughout CATS.)\\ | ||
- | **6 - CONTR** (Used when deleting in contract area.) | + | **5 - COFCOF** (Used when making accounting entries against protected GL accounts) |
+ | **6 - CONTR** (Used when deleting in contract area.) | ||
The numbered passwords can be changed just as the ID password can be changed. First, type **NEW** when a password is requested. Then type the old password. Then follow the instructions to rename the password. Numbered passwords must be 5 or more characters. | The numbered passwords can be changed just as the ID password can be changed. First, type **NEW** when a password is requested. Then type the old password. Then follow the instructions to rename the password. Numbered passwords must be 5 or more characters. | ||
- | [{{:cats:manual: | + | [{{:cats:training: |
<note important> | <note important> | ||
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From the **Main Menu** select **Maintenance > Setup > System Setup**. | From the **Main Menu** select **Maintenance > Setup > System Setup**. | ||
- | [{{:cats:manual:maintenance_systemsetup_menu.png|Accessing System Setup Options}}] | + | [{{:cats:settings:systemsetup_access.png|Accessing System Setup Options}}] |
< | < | ||
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CATS(R) is a registered trademark of New Data Systems. | CATS(R) is a registered trademark of New Data Systems. | ||
The Copyright (C) for all CATS materials written and electronic is the property of New Data Systems. | The Copyright (C) for all CATS materials written and electronic is the property of New Data Systems. | ||
+ | |||
+ | {{tag>" |