Setting up a new SunSystems User is easy, here are the steps to follow to set up a new user on Sun:
- Go to the User Management page. To access this page, select Security Users (SEU).
You’d need administrator rights to add new users.
- If you log in as a regular user (no administrator rights) the page will only show your own details and you cannot add users, edit details, or view details of other users.
- If you log in as a user that is a member of the SunSystems Administrator group, you can view and modify details for existing users and add details for new users.
- On the User Detail toolbar, click the Create User button to create a new user.
- Next, you’d need to specify the General user information. Select the General tab and enter the following information:
- User Name: This is the name used to log into the system, so you may wish to use a short format such as Nat James instead of the full name.
- Full Name: You may enter the user’s complete name in this space, such as Mr Nathaniel James.
- Description: This text area is used to describe the user in more detail, such as job title or department.
- Title: This field is for recording the user’s department or role in your company.
- Preferred Language: This is where you can choose the user’s preferred language from the drop-down menu. The Security Console interface will be in this language.
- Email Address: This is an option to enter the email address of this user.
- Lock Status: Once a user record has been created, this field is available to administrators and shows whether the user is unlocked or locked. If they are unlocked, then they are free to use the system; if they are locked, for example, because of using an invalid password, it means they cannot log on to the system. Click the Browse button next to this field to display the Lock Status Details dialogue which provides more information. Using this dialogue, the administrator can change the status of a user from Unlocked to Locked, and vice versa.
- Last Logon Date: This field is only visible to users with administrator rights and indicates the date that this user last logged on to SunSystems. If the user has never logged on, this field shows the date they were first created.
- Photo: You may associate a photo with each user. To access the required picture file, use the browse button.
- Once you’re happy with the above, click Save to save your changes.
- Next, select the Groups and Operator tab and specify the following information:
- Assigned User Groups (Select the groups to which the user must belong)
- Operator Code (This code is used to identify this SunSystems user. It represents the user you create in Security Console and is mapped to the username)
- Lookup Code
- Short Heading
- Default Business Unit
- Default Ledger
- Language (This is the language to be used by this user)
- Set Operating System Date (Available options are Confirm at Login, Automatic, and Force Entry)
- Date Source (There are options to Obtain Date From Server or Use Client Date)
- Temporary Work Folder (Temporary files are stored in this folder. If left blank, temporary files are stored in the SunSystems program directory.)
6. Click the Authentication tab to specify a method of authentication to enable the user to access the system. The available options are:
- Standard Authentication
- Windows Authentication
- Directory Service Authentication
We recommend you stick with Standard Authentication especially if your SunSystems is in a hosted environment.
- Save the changes!