User Setup

When you first loaded RecWizard, you opened your database with the User Name admin and the password recwizard. Once you are in the program you can set up individual user names with specific passwords and user rights. Here's how it works.

From the main RecWizard screen, choose Application Setup. Then click on the Company tab as shown:

From the Company tab, select the Manage Users button. You will then see the User Manager dialog window:

You will now be able to set up new users with their own passwords. Here are some facts about each field:

• User Name: This can be any combination of letters and numbers up to 15 characters. This User Name is used only when signing in to your RecWizard database.
• Password: This can be any combination of letters and numbers up to 15 characters. The Password is case sensitive, so if you use capital letters, make sure you remember that.
• User Information
  
  • Role: The user can be set up as a "User" or "Administrator". The only thing an Administrator role can do that a User cannot is set up or change users.
  • Full Name: This is the name that will appear on any reports generated in RecWizard and will also appear on the screen when the user checks off that they have completed their role in the reconciliation process.
  • Authority Level: This is the hierarchy of performing, managing and documenting the completion of your reconciliations. First, a reconciliation must be Prepared. Then it must be Approved. Finally, it must be Reviewed. If you are the only accountant in a small company, you might do all three tasks. If you have many people involved, then you must decide what level the user is. Here is what they can do at the various levels:
    
    • Preparer - This user can only click on the Prepared check box when working on a reconciliation.
    • Approver - This user can click on the Prepared check box and, if the Prepared check box has been checked, can also click on the Approved check box.
    • Reviewer - This user can click on all three check boxes, but only if they have been checked in order - first Prepared, then Approved, then Reviewed.

Once you have completed all the sections of the User Manager dialog window, click Done.

Changing User Information.

No matter what their role is, all users can change their own passwords. If you are not an administrator you will see the following dialog when you click on the Manage Users button:

The only field this user, Kim, can edit is the password field. If Kim changes his password he would click the Save button to update and save that change. NOTE: Only someone with an Administrator role can change the Full Name or Authority Level settings for an existing user, or can set up or delete users. An Administrator can also look up and change any user's password.

You should probably change the password for the User Name "admin" from the default password of "recwizard". As with any password, make sure you can remember it and that it isn't easy for others to guess. We strongly discourage sharing passwords. If a user needs different authority - change their settings. If you are using a person for temporary help - set them up as a user. We'd hate for you to be blamed for an error made by someone using your password.

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