Users and User Rights > Managing Users

Location: Users (task ID: UserMnt)

1.In the Users view, to add a new user, click .

2.A new row is added to the bottom of the use list of users.

3.Fill in the user's information on the Basic Data tab: see the table below.

4.Add a home unit to the user on the User Preferences tab. See Table 3: User information.

Tip! If you want to copy an existing user's information to be used as the basis of a new user account, click . The user groups and roles of the user are copied to a new user, and the basic data fields are cleared.

Note! If the maximum number of users defined by the licence has already been activated in the system, you cannot activate new user accounts. However, you can add and save new users in the system without activating them.

If there are more users in the system than the licence file allows, the Clausion FPM client opens to users with administrator rights showing only the Users management task so that an administrator can decrease the number of users. For other users, the Clausion FPM client closes after an error message, and they cannot log in until an administrator has decreased the number of active users.

For adding a user to a user group and assigning roles to the user, see Adding Users to User Groups.

Property	Description
Login ID	This must be the same as the user's Windows login ID, and it must be of the format DomainName\WindowsUserAccount.
Licence type	The following licence types are available: •Reporting •Input and reporting •Admin The user rights are cumulative. An Admin user has full access to everything.
Valid	Set the period that the user account is valid. By default, the begin date is the current date. The end date is not mandatory. If no end date has been selected, the user account will be valid indefinitely. Note! For a user to be active (able to login and use the application), the user account must be valid and the login status of the user must be Login allowed (see below). Note! If the maximum number of users defined by the licence has already been activated in the system, you cannot activate new user accounts. In this case, an error message is shown when trying to save. However, you can add and save new users in the system without activating them.
Login status	To allow the user to log in to the Clausion Financial Performance Management system, select the Login allowed option. If you deselect this option, the user cannot log in to the system even if the user account is valid. Note! For a user to be active (able to login and use the application), the user account must be valid (see above) and the login status of the user must be Login allowed. Note! If the maximum number of users defined by the licence has already been activated in the system, you cannot activate new user accounts. In this case, an error message is shown when trying to save. However, you can add and save new users in the system without activating them.