Setup User Logins

Citrus Accounting Guide

Carlito

Last Update 8 个月前

Users Administration

  1. Run Citrus Accounting Application
  2. Login with Username = admin and Password = admin
  3. Click Setup menu >> Users Administration menu
  4. Users Administration window appears

Add New User Login with Admin Access

  1. Click Add User button
  2. Click on User Name column and enter the User's name then press Enter key and Right arrow key to move to the next column
  3. On the User Login column, enter the login id (one word, no spaces) then press Enter key and Right arrow key
  4. On the Employee ID column, enter the ID No. of your staff, then press Enter key and Right arrow key
  5. On the Initial column, enter the User's Initials (up to 3 letters), then press Enter key and Right arrow key
  6. On the Position column, enter the position of the user in your office, then press Enter key
  7. On the dialog, Set the User as an SUPERVISOR?, click Yes button to grant this User an Admin access right.
  8. Note: The New User Login will have a Default Password = 1234

Add New Normal User Login

  1. Click Add User button
  2. Click on User Name column and enter the User's name then press Enter key and Right arrow key to move to the next column
  3. On the User Login column, enter the login id (one word, no spaces) then press Enter key and Right arrow key
  4. On the Employee ID column, enter the ID No. of your staff, then press Enter key and Right arrow key
  5. On the Initial column, enter the User's Initials (up to 3 letters), then press Enter key and Right arrow key
  6. On the Position column, enter the position of the user in your office, then press Enter key
  7. On the dialog, Set the User as an SUPERVISOR?, click No button to set this User as a Normal User.
  8. On the dialog, User has access to Data Extractor?, click No button
  9. Note: The New User Login will have a Default Password = 1234

Grant Access Rights to Normal User Login

  1. On the Program Access List, click one access item to select it
  2. On the User Access, click the Add Access button to add the access item to the table. Repeat this to keep adding access items of your choice.
  3. Your User Access table will look like the image below

Delete Access Rights of User

  1. On the User Access, click an access item you want to remove
  2. Click on Delete Access button to remove the item

Save the User Login Records

  • Click the Save button to save your added users and changes

Reload the User Logins Records

  • Click the Refresh button to reload the User Logins records

Close the Users Administration Window

  • Click Close button to exit this window