OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Setting up OfficeMate
Chapter 1 Getting Started
Click the Users tab to assign users to the roles that you created. You can assign
as many roles as desired to users. All users will initially be automatically assigned
to a default administrator role, which allows them access to all products,
modules, and tasks in all locations, until you modify their role assignments.
a. Select a user on the left side of the window; or, search for a specific user
by typing all or part his or her name in the Find User text box. To find an
inactive user, select the Include Inactive check box.
b. If a password does not exist for the user that you selected, type a password
for the user in the Password and Confirm text boxes. The password must
contain at least four characters.
c. Double-click the roles in the Available Roles box to move them to the
Assigned Roles box and assign them to the user that you selected. You
can also select the roles in the Available Roles box (press the Ctrl key to
select multiple roles) and click the arrow button to move them to the
Assigned Roles box and assign them to the user that you selected. If you
assign multiple, overlapping roles to a user, the role with the highest level
access will override the roles with lower levels of access. For example, if
you assign one role to a user that allows him or her to print the schedule
and one role that does not allow him or her to print the schedule, the user
will be able to print the schedule.
d. Click Save.
e. Repeat steps a–d to assign all of your users roles.
50 OfficeMate Home Office User’s Guide