Centerbase Admins have the ability to manage users through the Windows Administrative Tool. This tool is available for Windows OS users only and can be downloaded HERE.
Adding Users
- To Add Users, launch the Centerbase Admin Tool from your computer.
- Go to Admin and click on Manage Users.
- On the Manage Users window, take note of the number of Active Users vs the Number of Licenses your firm have. If your number of Active Users is less than your number of Max Users, you can proceed with adding a user.
- Note: If you need to purchase an additional License, please fill out this form: https://centerbase.com/additional-license-requests/
- Click New User and within the Login area, add the information needed for User name, Email, Password, Confirm Password and Contact Full Name.
- Click on Change Password to enable the new password
- Users can easily be made administrators, giving them access to all functions in Centerbase, by clicking the checkbox for Administrator.
After performing the steps above, you will have a new user successfully created.
Deactivating User
- To Deactivate a user, select the user from the list within the Manage Users window.
- Once the user is selected, click on the Deactivate button and this will deactivate the user.
- To verify if the user has been successfully deactivated, check Show inactive users. The deactivated user will show in gray text.
- 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 the user created a record.
* This process can be used to replace users as well. You would need to deactivate the old user before creating a new user.
Reactivating User
If you need to reactive a user, check off the box that say "Show Inactive Users". This will allow the user to have access and give them their permissions back in the system.
* Much like adding a new user, a license will need to be available to reactivate a user.
Changing a user password.
If a user has forgotten their password and cannot get logged in. System Admins can change the password for them.
- To Change a user's password, launch the Centerbase Admin Tool from your computer.
- Go to Admin and click on Manage Users.
Once you are on the Users list, select the user you need to change the password for.
- Enter the new password and confirm the new password.
- Click Change Password.
You can now provide this to the user to log in.
Once the user has logged in, they will need to change their password to match the security requirements, if they do not match.
See Changing Your Password for instructions.
For setting security and permissions see: How to Manage User Security Permissions in the Web and Manage Users Security Settings(PC Tool)
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