User Profiles

Modified on 2018/09/17 08:51 by Jericho Johnson — Categorized as: Administration, Utilities

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Administrators can manage the User Logins to control who has access to Forensic Filer¶

Jump to Adding a new User Login * Resetting a User password * Unlocking a User Login

Steps To manage the User Logins:¶

1. From the Forensic Filer main menu, click on the [Utilities] tab

2. On the [Utilities] tab, click the [Administration] button at the bottom right of the screen

3. On the [Administration] screen, you can add or edit login details for your staff

Adding a new User Login¶

Resetting a User password¶

Unlocking a User Login¶

User Information¶

To Add a new User Login, enter the user information into the area provided and then click INSERT.

To change a User Login, click the EDIT button next to the users profile.

To remove a User Login, use the DELETE button next to the user profile.

Email Enter a valid email address for each user profile. The user will receive an email when their profile has been added or changed.

Passwords When adding a new User Login, or resetting a password, Forensic Filer automatically generates a new random password and emails it to the user.

An administrator level user can use the RESET option to have a system generated password created and emailed to the user.
The reset option appears under the password section when you select EDIT for a particular user ID.
Once logged in, a user can change their password by selecting their name in the upper right portion of the screen.

First Name Enter a valid user First name. This information appears on some screens and is used for entry/update logs.

Last Name Enter a valid user last name. This information appears on some screens and is used for entry/update logs.

Security Level Enter a valid security level. Options are MANAGER, DATA ENTRY, and VIEW PRINT.

ADMINISTRATOR - Full permissions including reset user passwords, Activate a locked user profile, delete a case record, unlock a case record.
MANAGER - Full permissions with the exception of the Administration screen, and cannot delete cases.
DATA ENTRY - Enter/update all case details including printing forms and reports. Also able to add new list items (i.e. Funeral Homes, Certifiers, etc) using the plus buttons next to drop down fields on the case screen.
VIEW/PRINT - View and print case files. No editing capability whatsoever.

Sensitivity Enter a sensitivity level for this user. Options are LOW, MEDIUM, or HIGH. Users will not "see" cases with higher sensitivity levels than what is assigned to their profile.

Locked This will temporarily lock a user out of the application. This may be useful if you use temporary employees or when a user is on vacation.

Save Between Tabs This is a global option that can be set for each user. If checked, data from a tab will be saved when navigating between tabs or menus.