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Operations Menu - Change Password

Once you have recorded a user or employee in the Person register, they will be able to log in to and use your Standard ERP database. For security reasons, therefore, it is recommended that all Persons have their own passwords and that these are changed from time to time.

You can assign Passwords to Persons as you add them to the Person register. If you do not do this, each Person will be asked to set a password the first time they log in. To set a password for a Person as you add them to the Person register (or to change a password at any other time, for example if a Person leaves the company), highlight their name in the 'Persons: Browse' window and select 'Change Password' from the Operations menu. The following window will be opened:

Type in the new password twice to ensure that it is correct. Click [Save] to close the window and save, or click [Cancel] if you do not want to save changes. The password is case-sensitive.

Each Person can also change their own password, even if they do not have access to the System module. After logging in, the Person should open the Navigation Centre or the 'Settings' list in any module and select 'Change Password' from the Operations menu. Then, they should follow the instructions above, with the difference that they will also need to confirm their existing password.

If you want to set rules for passwords (e.g. to impose a minimum number of characters, or to require at least one alpha or numeric character), use the Password Security setting.

Note that if you are using Windows, you cannot include special characters such as *, å, ä, ö in passwords. Bear this in mind if you are creating the User Account on a Mac OS X machine but the person will need to be able to log in when using Windows.

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