The PC Client houses many of Centerbase’s administrative functions including user management, item management, data views, duplicate finder, etc. You can download the Windows PC Admin Tool here.
User creation/deactivation, password resets and general security settings can be found under the Manage Users button. From the Admin tab, click the Manage Users button to receive the below dialogue.
The Active Users section gives the current number of active users out of the total licensed users. To increase/decrease the threshold for total users, please contact Centerbase. Otherwise, activation and deactivation of users within the maximum limit is permitted to Administrators.
Clicking New User creates a blank record to specify the Username, Password (twice) and Contact Full Name. Once everything is filled out, click Change Password to commit the new password, otherwise the password is not set and the new user will be unable to login.
Deactivation of a user is as simple as clicking the Deactivate button, but note that once a user is deactivated, their login is no longer available for lookup searches (Time Entries Report, etc.). However, deactivation does not affect any record data, so the firm will still be able to bill time or see that that user created a record.
Users can easily be made administrators, giving them access to all functions in Centerbase, by clicking the checkbox for Administrator. If the user should have elevated permissions but does not require administrator privileges, you may manage those from the Security Settings and Additional Permissions tabs.
To manage billing rights (Generate Bills, Bills grid, Reports, etc.) please contact Centerbase.
The Security Settings tab allows you to set the default security for new items the user creates in general, or by item type by clicking Advanced. From here, you can set items as hidden, prevent creation and set security on a per item basis.
From the Additional Permissions tab, you can grant users access to a myriad of other functions in Centerbase. The details of each available setting is below:
- Import Data: Import data into Centerbase
- Export Data: Export data from Centerbase
- Perform Mail Merge: Email out of Centerbase (should apply to Everyone)
- View User Activity: See what users have done over date range
- Printing/Reporting: View/Print Reports
- Customize Centerbase: Edit item forms, create fields
- Manage Users: Add/Remove users, change passwords and permissions
Finally, you can create user groups to apply permissions to a larger set of users using the Groups tab at the top of the dialogue. Users will adhere to the group setting, but a NO setting will always override a YES or Not-Set setting.
Additional settings may be found in the web version of Centerbase and is described in further detail in section 2.5.