This section describes how to add a new usercode to Moneyworks.

1. Select Sharing & Users from the File menu.
   • The Password Control window will be displayed.
2. Highlight an existing username with the same access privileges as the new one you want to create
3. Click the Duplicate button
   • The User Privileges window will be displayed for you to enter the new user’s details.
4. Enter the User Name, initials and password.
5. Check the privileges for the new user.
   • A staff member with standard privileges should have the following options turned on:
     • This User Can Make Changes
     • Execute External Scripts
     • Exporting
     • Customise List View
     • Enter Orders
     • Expression evaluation
   • These options allow a user to enter purchases orders and also allows Moneyworks to run the add-on script which warns the user if they modify an authorised Purchase Order
6. Copy User Preferences
   • If there is another staff member who has the same filters as you need for the new user, then you can copy those filters into the new user.
   • To do this:
     1. Double click on the usercode you want to copy from.
     2. Hold down the pop-up menu with a ‘*’ on it (right-handside of the User Privileges window) and select ‘Copy User Preferences).
     3. Click OK to return to the list of Users.
     4. Double click on your new User.
     5. Use the same ‘*’ pop-up menu button but this time select ‘Paste User Preferences'.
7. Turn on the option Select Filters.

• This is the last option in the list of privileges and is required to be turned on while you set up the usercode correctly. You must turn it off once you’ve finished following all the instructions below.

. 8. Click the OK button to save the new User’s record.

One of the privileges is called Form & Report Signing and this should only be given to administration users as this gives them access to all reports. General staff members do not have this privilege and therefore cannot print reports by default. This section describes how to “sign” particular reports so a new user can print them.

1. Log onto a usercode with access to Sharing & Users
2. Click the Signing button
   • The Signing window is displayed.
3. In the top part of the window, highlight the user to whom you want to give access to a report.
4. In the bottom half of the window, highlight the form or report to which you want to give the user access.
5. Click the Sign button
   • This will sign the report so that the selected user will have access to it.
6. Click on the Upload button
7. Highlight the Report you’ve just signed
8. Click Upload One to upload the report to the server
   • This makes the new signed version of the report available for all users.
9. Click the Close button and then the Done button to save your changes and close the User Preferences window.

This section describes how to set the filters for each user so that they can only see Purchase Orders they’ve enter or have permission to view. If you have copied the User Preferences from an existing user then you shouldn’t have to do this step. You should however still log on to the new usercode and check the filters are correct.

1. Log on to the usercode that you want to set
2. Select Show | Transactions
3. Click on View by Orders, then on the Purchase Order Tab
4. Select the appropriate filter for this user from the filter pop up menu
   • The filter popup menu is found at the top left hand-side of the window. You select the filter for the user according to what access they have to view Purchases. A general staff member would have access to ‘General Purchase’
5. Now click on each of the View by Orders tabs in turn and set the filter for each one
   • These tabs are Bought, Sold, Sales Order and Quote.
6. Now do the same for each of View by Type, View by Period, View by Status
   • That is, click on each view option and then select each tab in that group and set the filter for each tab.