How to Change Passwords and Associating a User Name with Passwords

Order Entry>Utilities>Maintain Passwords

In the lower-left corner, all passwords and levels are shown.

In this box, highlight the level password to be changed.

Click the Change button on the right, and change the password and settings as needed.

Password levels are ranked in descending order, the lowest one allowing the user to access only the menu selection at which it was set (i.e., sales floor data). 

A high-level password will always override and access a low-level password request.  The exception to that is when a password level is 'Locked.' Only passwords on that level and those on Level One will be acceptable for menu selections that have been protected by that level.  For example, while your bookkeeper may have a relatively high password level that would override most others, you may have a different individual who handles your payroll. You do not want the regular bookkeeper to be able to access the payroll menu.  You may set a lower level password at the payroll menu and then 'lock' it, preventing even higher-level passwords from accessing that selection.

 Associating a User Name with Passwords

At the bottom of this screen, there is a section that allows you to enter new passwords.  You may associate user names with these passwords for tracking purposes.  W

1. When adding a new password, you will need to click the Insert icon.  
2. Enter the appropriate level.

3.  Enter the password in the field provided.

4.  Click the F8 Button next to the User Name.  The Sales Representative list will display.

5.  Select the appropriate user name from the list provided. 

6.  For more details on Viewing Rights, click here.

Hit OK after changing the password settings.