Administrator Utilities

To setup a User go to the Admin. Utilities Menu if you are not already there. Click on the User Edit Wizard link, which is under the Client Administrator Specific Options. The following screen will display a list of current users, their associated address, security level, the number of unsubmitted adds, their default department and whether or not they are a client administrator. To add a new user click on the Add User Link.

Enter The Following Information:

User Name: Enter in the User Name, which should be a unique name only given to this user.
Password: Enter in the Users Password. When entering the password each character will be displayed as an asterisk for security purposes.
User's Phone: Enter in the Users Phone Number. When this user is selected while submitting New Adds or Requests this phone number will display on the work order.
Email: Enter in the Users Email address if he/she has one.
Groups: This option will only appear if the InfoKeeper is setup to use Groups Security. If the option is present highlight the group or groups this user has access to. To highlight multiple groups hold down the "Ctrl" key and highlight each group.
Department Number: Enter in the Users Default Department Number. This department number will be used to create the work order if the user Requests ancillary services such as empty boxes.
User Access: This is generally 10, 50, or 99 and it should be based on the Access levels defined under the "Set Security Levels" option under the Admin Utilities Menu (99 being the Administrator, 50 being personnel entering data or 10 for individuals viewing data only).
Domain Blocking/Domain Name: This blocks anyone from access unless they are connecting from the Domain Name. For example, if the domain name is Andrews.com, access is only allowed if the InfoKeeper is accessed from Andrews.com.
IP Blocking/IP Address: If IP blocking is checked and the IP address is entered, then access to the Infokeeper can only be made from that specific computer address. Your administrator determines configuration for domain blocking and IP block. This only works for static IP addresses (IP addresses that do not change).
Direct Add: If the Direct Add feature is activated New Box Adds are not saved to a temporary file before going to the Record Center. To activate this option click on the box to display an X.
All Actions Need Verification: When this option is selected all New Adds and Requests must be verified by the Administrator prior to going to the Record Center. To activate this option click on the box to display an X. The Administrator can have an email sent to them when New Adds and/or Requests have been made that need verifying. To Verify the New Adds and/or Requests go to the Admin Utilities and click on the "Review/Verify Requests" link.
Only Adds Need Verification: When this option is selected only New Adds will require verification by an Administrator before being submitted to the Record Center. To activate this option click on the box to display an X.
Days to Allow Access: An administrator can limit a users days that he/she can access the InfoKeeper. Enter in the appropriate number(s) to limit access. For Example, to limit access on Saturdays and Sundays enter the following, 17.
Hours to Allow Access: An administrator can also limit the hours in which a user can access the Infokeeper. Enter the hour, in military time, to start access to the InfoKeeper and the hour, in military time, to end access to the InfoKeeper.
Client Admini: Click on the box to display an X if you would like this user to have Administrator Rights. A Client Administrator will have access to the entire Admin Utilities Menu allowing them to add/delete users, modify screens and edit locations to name a few.
Temporary Block on File: Click on the box to display an X if you would like to temporarly block this user from accessing the InfoKeeper. When this user tries to login a message will be displayed stating that "Your Access is Being Temporarily Blocked".

Once the information has been entered click on "Save User". The next screen will prompt you to associate an address to the user just entered. A list of possible addresses will be displayed, click on the circle to display a black dot to select an address then click "Save".

To Edit an Existing User

To edit an existing User go to the Admin. Utilities Menu if you are not already there. Click on the User Edit Wizard link, which is under the Client Administrator Specific Options. The following screen will display a list of current users, their associated address, the number of unsubmitted adds, their default department and whether or not they are a client administrator. Click on the users name you want to Edit; the User Edit screen will appear.

Make Changes to any of the Following Fields

Password: Enter in the Users Password. When entering the password each character will be displayed as an asterisk for security purposes.
User's Phone: Enter in the Users Phone Number. When this user is selected while submitting New Adds or Requests this phone number will display on the work order.
Email: Enter in the Users Email address if he/she has one.
Groups: This option will only appear if the InfoKeeper is setup to use Groups Security. If the option is present highlight the group or groups this user has access to. To highlight multiple groups hold down the "Ctrl" key and highlight each group.
Department Number: Enter in the Users Default Department Number. This department number will be used to create the work order if the user Requests ancillary services such as empty boxes.
User Access: This is generally 10, 50, or 99 and it should be based on the Access levels defined under the "Set Security Levels" option under the Admin Utilities Menu (99 being the Administrator, 50 being personnel entering data or 10 for individuals viewing data only).
Domain Blocking/Domain Name: This blocks anyone from access unless they are connecting from the Domain Name. For example, if the domain name is Andrews.com, access is only allowed if the InfoKeeper is accessed from Andrews.com.
IP Blocking/IP Address: If IP blocking is checked and the IP address is entered, then access to the Infokeeper can only be made from that specific computer address. Your administrator determines configuration for domain blocking and IP block. This only works for static IP addresses (IP addresses that do not change).
Direct Add: If the Direct Add feature is activated New Box Adds are not saved to a temporary file before going to the Record Center. To activate this option click on the box to display an X.
All Actions Need Verification: When this option is selected all New Adds and Requests must be verified by the Administrator prior to going to the Record Center. To activate this option click on the box to display an X. The Administrator can have an email sent to them when New Adds and/or Requests have been made that need verifying. To Verify the New Adds and/or Requests go to the Admin Utilities and click on the "Review/Verify Requests" link.
Only Adds Need Verification: When this option is selected only New Adds will require verification by an Administrator before being submitted to the Record Center. To activate this option click on the box to display an X.
Days to Allow Access: An administrator can limit a users days that he/she can access the InfoKeeper. Enter in the appropriate number(s) to limit access. For Example, to limit access on Saturdays and Sundays enter the following, 17.
Hours to Allow Access: An administrator can also limit the hours in which a user can access the Infokeeper. Enter the hour, in military time, to start access to the InfoKeeper and the hour, in military time, to end access to the InfoKeeper.
Client Admin: Click on the box to display an X if you would like this user to have Administrator Rights. A Client Administrator will have access to the entire Admin Utilities Menu allowing them to add/delete users, modify screens and edit locations to name a few.
Temporary Block on File: Click on the box to display an X if you would like to temporarly block this user from accessing the InfoKeeper. When this user tries to login a message will be displayed stating that "Your Access is Being Temporarily Blocked".

Once the information has been entered click on "Save User". The next screen will display a list of addresses for the customer, this users default address will be at the top. If the address needs to be changed click on the circle to display a black dot next to the new address then click "Save".