Overview
Once you have installed the InFocus application, you will need to initialize the system prior to set-up for actual use. InFocus installs with an empty password on an Admin login account. You use this account to set up and account for the employee who will act as system administrator. This employee will typically be granted full access to all modules within InFocus. The best practice is to create a user group titled "Admin" within InFocus and assign the administrator to this group. By using a group, you will be allowing for the potential assignment of other employees as administrator in the future.
Login
When you first launch InFocus you will be prompted to login. Type in "Admin" and then click Login. Note, the Admin login exposes the following applets: Time Sheet Groups, Employees, Permissions
System Setup
Below is a step-by-step guide to initial system setup
| 1. | Time Sheet Groups - Once you are logged in, the first thing you need to do is create a Time Sheet Group. For detailed instructions, go to Creating Time Sheet Groups under the Setting up your Program section of this manual. |
| 2. | Create System Administrator - Next you need to add the employee who will be the system administrator. For detailed instructions go to Creating An Employee under the "Employees" section in the Setting up your program section of this manual. this time, only minimum information can be entered: Code, First Name, Last Name, User Name (which can be auto-generated) and Timesheet Group. |
| 3. | Create Admin Group - Once the employee has been added, use the permissions applet to first create an admin group. To create an Admin group, refer to the Creating Groups and Users section in the Security and Permissions section of this manual. |
| 4. | Create an Administrator - Once the Admin group is created, add the employees to the group. For detailed instructions go to the Members Tab section under the Setting up Your Programsection of this manual. |
| 5. | Set Permissions - Finally, to assign permissions to the "Admin" user, refer to the User Permissions section of this manual. Refer to the Group Permissions section of this manual if you are assigning permissions to a group. Set the permissions for this group to have all rights for all applets in the system. See the Security and Permissions section in this manual for further detail. Please note, it is a good idea to establish a password for the Admin account. While logged in as Admin choose Change Password for the Main Screen help tool menu. Here you will be prompted for the new password. Refer to the Passwords section of this manual for details. |
At this point you can log out of the system and re-login under the new user "Admin" account. Your menu should contain the complete list of applets in the InFocus system.
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