Password Protection & User IDs

Article ID: 2025230       Last Updated: 14 May 2018

 

The Administrator user ID

When you created your company file, a User ID called Administrator was automatically created.  Every company file has an Administrator user ID.

A User ID is the means for:

  • Controlling access to a company file
  • Tracking transaction record history
  • Saving individual preferences
By default, the Administrator user ID does not have a password assigned to it.  For that reason, as soon as you create a company file, you should assign a password to the Administrator user ID; otherwise, anyone can sign on and then enter, edit and delete transactions in your file.
   
Important!  If you are not asked to enter a User ID and Password when opening your company file, then you have been automatically logged in as the Administrator and no password is currently set. 
  

Setting the Administrator password

  1. Start AccountEdge and open your company file.
  2. At the top of your screen go to Setup> Preferences> Security and click the User IDs button at the bottom of the window. 
  3. Double-click the Administrator user ID.
  4. If no password was previously set, leave the Existing Password empty and enter New Password and Confirm Password.
  5. When you are happy with your password, click Record.
Note:  Passwords can be up to 11 characters using letters a-z, numbers 0-9, and special characters such as @ ! & £ $ % +
   
Note:  If you work with more than one company file, you should set an Administrator password on each file.

  

Additional User IDs and Access Restrictions

If you want to restrict other users from accessing certain features or information, you can create additional user IDs and specify their access restrictions. For more information, see Managing user accounts.

 

 

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