How to create a new user in Beyond

How to create a new user in Beyond

Creating a user in Beyond requires the following:
  1. A collector code
  2. An employee record
  3. A user profile

1. CREATING A NEW COLLECTOR CODE

From the Main Menu go to System Administration > Maintain Collectors > Set-up Collectors.

Click the drop down to show all existing collector codes. This is helpful for the next step when you are creating a new collector. A collector code is a two character code made of any combination of letters and numbers. Click 'Add Collector' and enter a new collector code. The minimum information you will need to enter is a 'Collector Name'. Click 'Save' when you are done.  




2. CREATING A NEW EMPLOYEE

From the Main Menu go to System Administration > Maintain Employees > Add/Edit/Delete Employees.

Click 'Add' at the right of the screen



The minimum information to enter here is:
  1. First and Last Name
  2. Date of Employment
  3. Password (This will be their password to log into sting. MUST BE UNIQUE)
  4. Collector/Clerk (This will be the collector code you just created in Step 1)
  5. Date of Birth
Click 'Save' when you are done. The the next available employee number will be assigned to this record.



3. CREATING A USER PROFILE

From the Main Menu go to System Administration > User Setup (You will need to be an administrator and enter your password to access this menu).
Click 'New User'.



The minimum information to enter here is:
  1. Name (This will be the login name. NO SPECIAL CHARACTERS)
  2. Full Name
  3. New Password/Confirm Password (they will need to match)
The new user will need to be associated with the employee and collector records you just created in Steps 1 and 2. Those records will only exist in the Company where you created them. In this example, the Collector Code is 'JJ' and the employee number is 54. Select the current company and click the 'Edit Employee info for this user on [COMPANY NAME]'



Select the 'Sting Emp #' drop down and find the employee you just created by name, collector code, and employee number. Click the employee from the list. This will auto fill all required fields. Click 'OK'. The system will create the new user. 
 


Congratulations! You have created a new user. 

    • Related Articles

    • Collector Setup Quick Reference

      Main Menu > System Administration > Maintain Collectors > Setup Collectors Key items that the system needs to have setup so that collectors can efficiently and effectively work accounts in the system. Note: Within the DAKCS system a collector code ...

    • Beyond Printing

      Beyond Printing Beyond Printing Beyond Printing allow a Beyond user to print to a local printer attached to their comp Without Beyond Printing installed, a user can only print to printers setup on the Beyond server.   Options Setup for Beyond ...

    • Tip of the Week: User Setup and Tables

      Setting up a user but unable to find the table you're looking for?  Check the Show All Tables box at the top left of the User Setup screen.

    • New Admin User Getting Access Denied Logging In

      In Main Menu> System Admin> User Setup> find the user and expand the COMPANIES tree. Admin users require permission to SQL_CUSTOM and SQL_SYSTEM in addition to any companies they need to access.

    • Important System Changes you will See in Beyond Build 2.15.1 or Higher

      Changes you will see in Beyond Build 2.15 This document includes information about Beyond Release 2.15.1 which is available now. In the customer portal, you will find the Beyond Release Notes for this build which will help break down everything ...