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Creating a User Account

You can store staff member and contact information in Proliance documents, but only staff and contacts with an associated Proliance account can log in to the system as a Proliance user. For more information about Proliance user accounts, see "About Accounts".

To create a Proliance user account for a staff member or contact, your security role must have permission to create and update accounts. For more information, see "About Security Permissions"

Two ways to create user accounts

ClosedTo create a user account in Proliance

Note: You can create user accounts only from the Organization work area.

  1. Ensure that the staff or contact has been added to the system. For more information, see "Creating a New Staff Member" or "Creating a New Contact"
  2. Open the Contacts or Staff register from the Organization work area.
  3. Click a contact or staff document.

    4. The Staff - Main page displays.

  4. Click Account.

    5. The Account page of the Staff or Contact document displays.

  5. Click Create Account.

    6. The Create User Account dialog displays.

  6. In the Account Type field, select User Account.

    7. The Create User Account dialog refreshes with additional fields.

  7. Complete any additional information in the dialog box. For more information, see "Create User Account Dialog Box"

    8. NOTE: If Custom Authentication is enabled, passwords cannot be set or changed on the Create User Account dialog box of the Contacts or Staff register.

  8. If the user has organization access, expand the Security section and then select a security category for the user.
  9. Add or remove security roles for this account.
  10. If Integrated Windows Authentication is enabled in Proliance, expand the Windows Login section and then select whether you want to enable auto login for this user.
  11. Click Save.

    12. Proliance saves the new account.

Tip:

  • To prevent users from bypassing the security system, assign them a role that has no permissions to Security Permissions. Otherwise, a user will be able to change his or her role (for example, to Administrator), possibly compromising the security of your Proliance system.

Note:

  • Company accounts are created using Proliance Local Admin. "Creating an Organization Account" in the Proliance Local Admin on-line help.
  • When logging on to Proliance, type the user's account name in the User Name box. The default password for all new user accounts is "password".
  • Remember to change the default password as soon as possible in the Proliance system. For more information, see "Changing a Password".