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How do I add a new user?

Create a record for a new user. The user can use the same User ID and password to log into the Connect application and the Connect Online web portal. You can set up a user profile to limit user access to Connect Online.

 

Adding a new user

1. Open Connect System Management > Security > Setup/Modify User Rights.

2. Click New (CTRL+N).

3. Enter the User ID.

The user ID is the name the user that the system will use to identify the user throughout the system, on related reports, and for logging in. Often this title consists of the user's initials, title, or first initial and last name. For example, John William Doe might be assigned JWD, or Admin, or even Jdoe. Note that while these titles are common, the user ID is left entirely to administrative discretion.

 

4. Enter the user's Name.

5. Enter the user's Network User ID.

The user's network user ID is the user name the user uses to log into the network. Leave this field blank to prompt the user to enter the User ID instead of the Network User ID.

 

6. Enter the Password.

The user password permits user access to specific programs, routines, and reports as defined in the user rights. To change the user password, click the Change button.

Tip! The password requirements are defined by the administrator in System Management > Security > Modify Security Settings.

 

7. Click Save (CTRL+S).

The new user record is created.

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

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