Contents - Index

Users: New and Inactive

ViaTour identifies users by their Windows login. 

For every unique login that launches the ViaTour application, a row is created in ViaTour's user Security table (tblSecUser). 

As a new users opens ViaTour, he/she will be asked to add a user name. 

(This name can be edited later in System Maintenance - User Management)
 
As a user works in ViaTour, his or her "login" is stored in every record he/she creates or edits. When you click the "i" icon button next to a record, this is what is assigned to the "created by" and "last edited by" fields.

ViaTour Pro clients can create permissions and security levels, and assign users to one or more levels of permission. 

NOTE: It is important for the manager of this feature to know that all new "log ins" are assigned to a "default" security level.

Steps for "Adding" a New User

1. In System Maintenance - User Management: Make sure user name appears is as you wish it in User Interface and on Reports

2. In System Maintenance - User Management: Add user to appropriate permission group or groups

3. In System Maintenance - User Management: Add user's email  (Standard and Pro Only)

4. In System Maintenance - View/Edit LookupCodes: Add user's name and or title in code "LetterFrom" if he/she will be signing letters. (Note: holding down shift and F2 will "zoom" the field so you can see more than one line (in case you display Job Title or Extension Numbers).

Steps for "Removing a User"

1. In System Maintenance - User Management: Mark the user as inactive.We recommend that when someone stops being a ViaTour user, mark them as "Inactive" in System Maintenance on the User Management form.
  
2. In System Maintenance - View/Edit LookupCodes: Delete user's name and/or title in code "LetterFrom" if he/she signed letters.


NOTE: We also strongly discourage you from DELETING a user or EDITING a user's login because this will break the link to many records, either in reminders or message log, or Created or Edited by record fields.