Creating New Users
Note: Before starting this process, you may first want to review an existing User file and take note of the settings (i.e. e-Quinox Directory, User Department, Office, etc). The e-Quinox User screen is accessed through the Maintain Timekeeper Information screen.
Follow the menu path:
Maintenance --> Timekeeper --> Maintain Timekeeper Information
- Once the screen has been launched, query up an existing Timekeeper Record by pressing [F7] + [F8]
- At the bottom of the screen, click the Database User button
- The e-Quinox User screen will launch and display user information for the Timekeeper queried up in the previous screen
- Record the details so you can reference them when creating a new User
Before the person can be created as a User, they must first be created in the system as an Entity.
Follow the path:
Maintenance --> Entity --> Maintain Entity
- When the Maintain Entity screen opens, enter the new User's name in the top block of the screen
- Address, Telephone, and Email information can be added at this time, but it is not required
- Press [F10] to Save the new Entity
- Close the Maintain Entity screen
The new Entity must now be assigned the role of Timekeeper.
Follow the path:
Maintenance --> Entity --> Entity Manager
- When the Entity Manager screen opens, query up the new Entity that was just created
- Highlight that record in the middle block of the screen, and then click on the Timekeeper button on the bottom of the screen
- As the Maintain Timekeeper Information screen launches, you will be presented with a message box that reads, "[NAME] does not exist as a Timekeeper. Do you wish to create?". Click Yes to continue.
- The Entity's name will then be displayed in the Timekeeper field in the Maintain Timekeeper Information screen
- You must now enter the details for this Timekeeper
- When all required fields have been entered (required fields are indicated by dark blue text), press [F10] to save the timekeeper information, but do not exit the screen
The Timekeeper must now be created as an e-Quinox User.
- Click the Database User button at the bottom of the Maintain Timekeeper Information screen
- The e-Quinox User screen will open, and the Timekeeper No and Timekeeper Name fields will already be populated with information, as taken from the Maintain Timekeeper Information screen Assign the User a User ID; this ID will be their login to access e-Quinox
- Enter the e-Quinox Directory, and User Department and Office (using the notes taken earlier as a reference, if needed)
- Assign the new User a Menu Role(s) and a System Role(s)
- Create the new User's password (this is their login password, to be used with their ID)
- Press [F10] to Save
You can now have the new User login to the e-Quinox system using the Login ID and Password you just assigned them.