Set Up New User

Log onto Div 00.

System Administration > Security > Users

• Click on New button
• Fill in the fields
  • User ID – this will default to the next available # but can be over ridden
  • Login – the user name used when logging onto FundWare (you can also enter the User ID # when logging on as well)
  • Full Name – full name of employee
  • Password – set up a temporary password and then employee can change the password when logged onto the division (Edit > Password)
  • Report Path – browse to folder where you want reports saved to when they are run
• Workgroups
  • Select the workgroup that you want the employee assigned to
• Basic Security
  • If you want to change the security for an individual person and allow/not allow for a particular function, then you can customize that security here.

Click on Copy button – to copy the setup of another employee

• • You still have to fill in the required fields per above

Set Default Directory on employee workstation

• Log onto a division sitting at employee workstation
• Open Print Manager (File > Print Manager)
• File > Set Default Directory
  • Select the default folder that you want to open when you open files in the print manager.