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Attaché: Setting up and managing users help and user guide

Updated over 3 months ago

You can set up any number of users, however only the number of licensed logins can access the software concurrently. The software includes two users which are already set up: Supervisor, which has full access rights to all operations and cannot be deleted or altered; and Sample, which has limited rights (for example, Sample cannot set up companies or users) although this can be altered.

Download Setting Up and Managing Users (PDF) to read about the following tasks:

  • Understanding User Profiles

  • Deleting a user

  • Tracking changes

Managing access to tasks and fields

  • Setting up menu access rights

  • Controlling access to new companies via menu access rights

  • Copying menu access rights from another user

  • Setting up or modifying a user's default menu access rights

  • Setting up or modifying a user's menu access rights

  • Applying password levels to fields

Creating and modifying users

  • How to reset the password for an Attaché user (tutorial)

  • Setting up user-specific transaction entry screens

  • Selecting the user-defined screen for transaction entry

  • Turning on user-defined transaction entry screens

  • Enabling automatic data transfer

  • Disabling multiple incidences of tasks

  • Setting up a default company for sign on

  • Setting up a user's password level

  • How to create a new user login (tutorial)

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