<?xml version='1.0'?><!DOCTYPE book PUBLIC "-//OASIS//DTD DocBook V4.0/EN""http://www.oasis-open.org/docbook/xml/4.4b2/docbookx.dtd"[]><book><bookinfo> <title>Adding Users to IFS</title> <author><firstname>Misty</firstname><surname>Stanley-Jones</surname></author></bookinfo><preface><title>Preface</title> <para>Some parts are applicable to everyone -- others are grouped by location/function.</para></preface> <para> <orderedlist> <listitem>Open ADMIN.EXE. Log in as IFSAPP. Navigate to Foundation 1 Administration / Users / User Overview.</listitem> <listitem>Double-click any row. A new blank row will be created. Enter the data into the fields. Username cannot contain the character '.' so substitute a '_' for any such characters. Save your work.</listitem> <listitem>Navigate to Foundation 1 Administration / Security / Grant Administration.</listitem> <listitem>Grant the following two roles: IFS_CONNECT IFSAPP_NORMAL. Grant any other applicable roles.</listitem> <listitem>Grant the following two roles: IFS_CONNECT IFSAPP_NORMAL. Grant any other applicable roles.</listitem> <listitem>Navigate to Foundation 1 Administration / Users / Profile Repository. Populate. On the bottom portion of the screen, double-click any row to make a new row. Put your user's username in the first field, and take the defaults. Save your work.</listitem> <listitem>CLose ADMIN.EXE</listitem> <listitem>Open IFS Financials.exe. Log in as IFSAPP. Navigate to Accounting Rules / User Data / Users Per Company. Populate.</listitem> <listitem>Change to the company you want (BC = Furniture, CO = Corp), double-click to add a row, and add your user. If your user needs to be in more than one company, repeat this for each one, saving every time. Remember to check the "Default" box for the default company.</listitem> <note><title>Note</title><para>If your user works in more than one company, they may have to change their current company. This is in File -> Options -> Globals.</para></note> <listitem>Save your work and close IFS Financials.exe.</listitem> </orderedlist> </para> </sect1> <sect1 label="manufacturing"> <orderedlist> <listitem>Open IFS MfgPlanning.exe, log in as IFSAPP.</listitem> <listitem>Navigate to General Data for Inventory and Distribution / System Data for Inventory and Distribution.</listitem> <listitem>Click the User Defaults tab. Double-click to add a new row. Put your username and the company (CO or FURN). The other fields are not necessary. Save your work.</listitem> <listitem>Click the User Sites tab. Populate. Select your username and make sure the data is correct. Close IFS MfgPlanning.exe.</listitem> <listitem>Open it back up and log in as your user. Pull up some data to be sure that it works.</listitem> </orderedlist></sect1><sect1 label="financials"> <orderedlist> <listitem>Open IFS Financials.exe. Log in as IFSAPP.</listitem> <listitem>Navigate to Enterprise / User Data / Users per Group. Add your user to whatever groups s/he needs. Talk to Carl about this.</listitem> <listitem>Navigate to General Ledger / Authority / Users Per Authority Class. Add your user to whatever groups s/he needs. Talk to Carl about this.</listitem> <listitem>Log out and log back in as your user. Test his/her queries.</listitem> </orderedlist></sect1></book>