Once roles have been set up for your company, users can be set up and assigned the roles that provide the appropriate level of access.
To get started in working with users in darwin Cloud
- Click Security menu
- Click Users submenu
- Click new
Fill in the following:
- username
- password
- confirm password
- Click start
tips:
- remember these passwords are temporary, user will make their own secret password at first login
- must be 8 alphanumeric with uppercase, and special character
- passwords need to be strong
- user may click on the lock button to see the typed passwords
When a new user is first created, the system knows almost nothing about them. Here is what user should fill in:
- first name
- last name
- roles
- companies
- offices
- accounts
Link Agent User Profiles to their Data
The Agents role allows agents to log into darwin Cloud and run any reports assigned to that role. To automatically filter the reports for that agent's data, the following step should be taken when setting up the agent
Once you are on the user profile
- Check the box next to Agents
- Click the magnifying glass to search for the agent profile
- Enter a portion of the agent's name
- Click search
- Select the agent's name from the list
- Click save
This step will create a filter that will restrict reports to display data only for that user. The filter will only affect reports that have a person filter parameter.
Understanding roles, companies, offices, accounts
roles
Roles control which screens a user can use in darwin Cloud - and what reports they can run. For each role user select which screens that role can use and by controlling which buttons they can click. The buttons at the top of the screen are Main Menus. The buttons on the left of the screen are Submenus. So when setting up roles, user decides which Main Menus and Submenus that role is allowed to click on. Likewise, for reports, user decides which reports that role is allowed to view.
companies
This is a list of the companies user is able to work with. Many AccountTECH clients own many companies so they will have many companies listed. For administrators, accounting staff, managers, etc. - choose all the companies that user works with. For agents, choose only the company that represents the office where the agent works.
offices
This is a list of all the offices user is able to work with. Some companies have many offices, and some AccountTECH clients own many companies with many offices. For administrators, accounting staff, managers, etc. - choose all the offices that user works with. For agents, choose only the office where the agent works.
accounts
This section should only be filled out for users that do accounting work. From this list choose all the bank accounts that user is authorized to work with.