How do I manage user accounts in EPASS?

EPASS Support

12-Sep-2024

How do I manage user accounts in EPASS?

1. Log into EPASS.
2. Navigate to the Tools menu, then click on System Maintenance.
3. From the Tables tab, click on User Security, then click on Open.
4. On the next page, click on Add to open up the Add User form as shown below.

5. Fill out the details on the form. You are not required to fill out every single detail on the Add User form, but there are a number of required fields as well as others that we strongly recommend filling out during this part of the process.

• ID/Username: The login name of the new user.
• Full Name: The first and last name of the new user.
• Password: The password that will be used to login for the new user.
• Type: In most cases, you will be creating user accounts in EPASS. There are already a number of common group accounts, such as sales and service, that are available for you to use. API User is for internal use only.
• Group belonging to: This setting allows you to designate a specific user as being part of a group which then automatically apply the security settings from that group to that user. As an example you may want to select sales for this setting if you are setting up a new account for a sales associate to use. If this is left blank, the user account's security settings will be managed independently.

NOTE: If you require help with any other fields not discussed in this article, please contact EPASS Support for assistance.

6. When you are ready, click OK and your new user account is created.

How to modify security settings for an existing user in EPASS
1. Log into EPASS.
2. Navigate to the Tools menu, then click on System Maintenance.
3. From the Tables tab, click on User Security, then click on Open.
4. On the next page, use the search options to find the user to edit.
5. Click on the Security button. This option will only be available if the user does not belong to any groups. If you need to edit security options for the group, you will need to search for the group directly before you can click on the Security button.

6. Use the keyword search to find the security option that you are looking for, or you may manually scroll through the list of options to find it.
7. Add a checkmark next to any option that you wish to add to your user, or remove the checkmark to disable the option. Alternatively, you may also use the buttons on the right to quickly apply multiple security options at once.

• Select All: Selects all of the security options for the page that you are on.
• Deselect All: Deselects all of the security options for the page that you are on.
• Power User: Enables most security functions that an administrator would want in EPASS.
• Add Security: Adds all of the security features that belong to another group or user to the user that you are currently editing.

8. Click OK to save your changes.