From any module, go the bottom of the main screen


Select User Profiles


A browse screen will come up that shows all of the current users for this site




Select the previous user record and change info in the following fields for the new user:

  • User ID
  • User Name
  • Email
  • Cyber Support Web Login.  =.  CYBERSUPPORT
  • Web Password = 123qwe


Go back to the main menu and select Copy Security Profile.  Enter the old user ID and the new user ID to copy the security setup.  You cannot use an old user ID that has been deleted because when the delete is added, the security profile is removed from that record.  Activating that old user ID does not add that security back to the record.  You must use an active user ID in order to copy security profile.


From the main menu, select User Profiles.  

From the browse screen, select the new user and at the bottom of the screen, run Assign Workgroups.  

Use the "by user" for all user setups and some users, depending on their set up, will also need the "by department" run as well.  You can run both for every user.  If they are not set up for  "by department", that process will tell you no records found.



Go back to the main menu and at the bottom, select "Set/Change User Password"

on this screen, you will set the new user's temporary password.

Add the new password and be sure to range on the new user's id.




The last thing to do is to email the new user and let them know the userid and password.