Creating a User

Creating a CrossRoad user requires a few steps.

1. Create an Employee record for this user. This is done through File | Employees.
2. Create a User record. This is done through Utilities | System Settings | User Groups
   1. Click the + button to add a record.
   2. Select the employee from the list that appears. New entries are usually at the bottom of this list.
   3. Save the record
3. Add the user to groups -- groups can be used to control security in CrossRoad, and it is strongly advised that this approach be used.
   1. Adding is easy; click the add button and type the name of the group. Spelling matters!
   2. Deleting is also easy; select the group from the list and click the delete button.
   3. There is one special group that is important: MANAGER. If someone is a member of the group MANAGER, almost all functions in CrossRoad are available to him or her by default.
   4. Groups of users will need to be determined by the institution. However, it is a good idea to create a group for every position that can be used in security settings. For example, the Registrar should belong to a group called REGISTRAR. Security settings should be set using the group rather than the username. The effect of this is that when individuals change roles within the institution, or when incumbents are replaced, the groups can be modified for the user, but the 1700+ security points will not need to be reviewed and altered.

At this point the user has been created and should be able to log into CrossRoad using the password chosen in step 2.