Creating User Accounts

After adding users, create user accounts to manage users' security permissions, such as their login names and passwords, password expiry dates, and the Prolog Converge products and projects to which they will have access. After user accounts have been created, you can add them to user groups to define their access to features, data groups, and record sets.

To create a user account

1. Click the Area menu arrow > Administration.
2. On the View menu, click Users, and then click .
3. Enter the following information for the new user account:
   • User*: The user name that will be used to log in.
   • Display Name*: The user's display name. Click to search for a contact, or enter the user's display name when the user was added.
   • Default Group*: The default user group to which the user belongs. Users can belong to one user group per project, thus having different permissions for each project.

   To edit the permissions for the selected group, click .

   • Password*: Type the password that the user will use to log in to the Prolog Converge products.
   • Confirm Password*: Retype the password.
   • Show Characters: Passwords appear encrypted when you enter them on the screen. Select this check box if you want Prolog Converge to show you what you have entered so that you do not type it incorrectly.
   • Expires on*: The date when the password expires. Manually type the date (dd/mm/yyyy), or click and select it from the calendar.
   • Login Type: The product to which the user has access.

   Note:

   • Selecting 'Prolog Mobile' gives the user access to both Prolog Mobile for iPad and Windows tablets.
   • Users from the Administration group will have access to Prolog Mobile regardless of whether they have been assigned a Login Type.

   *These fields are required.

4. In the Access column on the Project Permission tab, select the check box for each project to which the user has access.
5. To save the changes and keep the form open, click > Save.

—Or—

To save the changes and close the form, click > Save and Exit.

To copy a user's account and create a new user account

1. Click the Area menu arrow > Administration.
2. On the View menu, click Users.
3. Click next to the user whose account you wish to copy.
4. Click , and then click OK in the confirmation dialog.

A new user account is created, and the following details are copied from the user account:

• Password expiry date
• Login type
• Default user groups for each project
• Project access details
5. Enter the other user details as required.
6. To save the changes and keep the form open, click > Save.

—Or—

To save the changes and close the form, click > Save and Exit.