#### Managing User Accounts

Viewing Users

- Picture Mode - When you first see user accounts displayed in the main view, you only see their names and the users' pictures. This picture mode is the default mode for viewing users' accounts. You need to be in this mode to assign a user to a category, remove a user account from a category, or delete a user record. If you need to get to this mode, click the Back navigation button from the toolbar area.

A Sample "Picture Mode" User List

- View All Mode - This mode changes the user list in the window's main view to display a table-like view of all the users in the group, containing their user name, priority, access rights, address, and last access and registration dates. To access this mode, either double-click on a specific user picture from within the Picture Mode list to see that account's information, or right-click on any department category or on All Users and select View All to see all available information for the listed users. You need to be in this mode to change user-access privileges.

A Sample "View All Mode" User List

Using the Sidebar to Manage Users

Using the sidebar, you can choose to view users assigned to individual departments by simply clicking on the department. Or you can click All Users to display all registered users, regardless of department. In either case, Datapage+ displays all the user accounts in the Account Management window.

To assign a user to a department category, simply drag the user onto the desired department's name. The mouse cursor changes to a pointer with a plus symbol, indicating that you are adding that account into that department.

You can assign users to more than one category.

To remove a user from a department category, right-click on the user and select Delete from the shortcut menu. This does not delete the user from the database, but merely removes them from the selected department.

Changing a User's Access Privileges

Access the user's account in View All mode as described above.

Set the desired access for the user in the Access column. Available access rights from lowest to highest are:

- WaitingforApproval - This type of user cannot log into the database yet. Someone with administrator access must change this to a higher privilege before the user can use Datapage+.

- Offline - This type of user can log into the database, perform queries, view and print reports. However, the user cannot save reports.

- ReportViewing - This type of user can do everything an Offline user can do, but can also save reports.

- FullAccess - This type of user can do everything a ReportViewing user can do, but has full access to modify database information as well.

- Administrator - An administrator can do everything a FullAccess user can do. In addition, an administrator has access to work with user accounts and departments.

To change a user's access rights, you must have administrator account privileges. Simply select the appropriate item from the drop-down list to the right of the user's name in the Access column, and click the Submit button from the toolbar area.

Once you've applied the change, you can return to the default view by clicking the Back button from the toolbar.

To Create a User Account

1. From the sidebar, click the Create a New User icon.

2. The Register User dialog box appears.

3. Fill out the dialog box to create the new user account.

For information on this dialog box see the "Registering and Logging In" topic.

To Access "View All" Mode on a Subset of User Accounts

1. From the sidebar, click All Users. All the user accounts will appear in the Account Management window.

2. Select one or more users (use SHIFT or CTRL keys while clicking to select multiple users), and then right-click on them and select View from the shortcut menu.

3. The subset of selected records will appear in View All Mode.

To Delete User Accounts

1. From the sidebar, click All Users. All the user accounts will appear in the Account Management window.

2. Ensure the user list is in Picture Mode.

3. Select one or more users (use SHIFT or CTRL keys while clicking to select multiple users), and then right-click on them and select Delete from the shortcut menu.

4. A warning message will appear asking if you really want to delete the selected user(s).

5. Click Yes if you're sure you want to delete the selected account(s).

To Export User Accounts as a .dpusers File

1. To export all users, from the sidebar, right-click on All Users and choose Export.

2. To export a single user account:

   - From the sidebar, click All Users. All the user accounts will appear in the Account Management window.

   - Ensure the user list is in Picture Mode.

   - Right-click on a user's picture and choose Export.

3. A Save As dialog box appears.

4. Use the dialog box and navigate to a directory of your choice.

5. Change the name in File name box if desired.

6. Click Save. The software exports the selected user or users into the .dpusers file.

To Import an Exported .dpusers File into the Current Database

1. From the sidebar, right-click on All Users, or right-click in the main view of the Account Management window.

2. Choose Import.

2. An Open dialog box appears.

3. Navigate to the directory containing the .dpusers file.

4. Select the .dpusers file and click Open.

5. The software imports the selected user or users into the database.