Multiple people may use Spire to perform required tasks, which may be different for each person. Some people might be restricted from doing particular tasks or from seeing certain information. Defining User Settings allows creating the various allowances and restrictions within the company and each module for each Spire user.
To access the list of users, you will need to have security rights to the user settings area. Select User Settings from the top Edit menu.
This list of users is not specific to this company, but instead are externally maintained outside company data.
In addition to individual user maintenance, this window has toolbar buttons available for use when highlighting multiple users, unless the current user is part of the selection.
Toggle Active – Set all selected users with the Active status, which allows these users to open Spire.
Toggle Company Access – Set all selected users with the Company Access status, which allows these users to open Spire for this company data.
Show Deleted – If a User record is deleted, the security settings stored for this user in this company data are not actually removed but instead are not accessible. Showing these company user settings for deleted users allows you to either Create a new user and connect these settings, or Reassociate these user settings to an existing user record, replacing those already defined for this user and this company.
Creating a New User
You will presented with a new window where you will add the new Username, the associated First and Last Name, Initials, and Email Address then create and confirm the password that user will have assigned to their login.
Once you have completed entering the new user information you will need to save the record via the “save” icon located on the top left of the window.