Configuring a web user

Overview

To configure a web user, locate the object in the Directory, click on it and select Properties from the drop-down list, as shown below:

A new window will open, allowing you to configure the properties of your web user.

General properties

Field	Description
Display name	The name you want the web user to be identified in the reports
Username	The username the web user will use to log in with
Password	The password the web user will use to log in with
Email address	The email address of the web user; this can also be used when scheduling reports
Web class	Select the administrative privileges of the web user.

My numbers

This tab allows you to add a list of contacts to each individual web user, replacing phone numbers or account codes with friendly names wherever they feature throughout the system, e.g. in reports, display boards, etc.

Add contact manually

Import list

To edit a Web Users, simply left-click on it and select Properties from the pop-up menu, as shown below:

General properties

Just fill in the box displayed to add properties for this Web User as shown in the example below:

My numbers

Just fill in the box displayed to add properties for this Web User as shown in the example below:

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