cats:training:gettingstarted

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cats:training:gettingstarted [2017/02/15 18:59] – moved "creating a shortcut" to its own page tomcats: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:startup_userfilemenuselection.png|Accessing the User File}}]+[{{:cats:training:startup_userfilemenuselection.png|Accessing the User File}}]
  
 Select **Add** from the toolbar menu to create a new user. Select **Add** from the toolbar menu to create a new user.
-[{{:cats:manual:startup_selectaddnewuser.png|Add a New User}}]+[{{:cats:training:startup_selectaddnewuser.png|Add a New User}}]
  
 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:startup_newuser.png|Enter New User ID}}]+[{{:cats:training:startup_newuser.png|Enter New User ID}}]
  
 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:startup_edituser.png|Edit New User Details}}]+[{{:cats:training:startup_edituser.png|Edit New User Details}}]
  
 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:startup_login.png|Log In to CATS}}]+[{{:cats:training:startup_login.png|Log In to CATS}}]
  
 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:startup_changepasswordmenuselection.png|Change Password from the Menu}}]+[{{:cats:training:startup_changepasswordmenuselection.png|Change Password from the Menu}}]
  
 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:startup_enterpasswordfornew.png|Enter a New Password}}]+[{{:cats:training:startup_enterpasswordfornew.png|Enter a New Password}}]
  
 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:startup_promptaftertypingnew.png|Change a Password via the Prompt}}]+[{{:cats:training:startup_promptaftertypingnew.png|Change a Password via the Prompt}}]
  
 <note important>New Data Systems recommends that all passwords, including the supervisor password, be changed from the default.</note> <note important>New Data Systems recommends that all passwords, including the supervisor password, be changed from the default.</note>
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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}}]
  
 <note>You may need to be logged in as a user with Supervisor rights to access this area.</note> <note>You may need to be logged in as a user with Supervisor rights to access this area.</note>
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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>"add new user" "cost codes set up" "account codes" "installation tips"}}
  • cats/training/gettingstarted.1487185181.txt.gz
  • Last modified: 2017/12/19 03:21
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