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QUICK TIPS
for Supporter Donation System
Users
Every person using
the system must sign in with a User Name and Password. Each
person should have their own user name and password because each
time someone does something in the program, it is recorded and it
should be recorded under the person's name that actually performed
the task.
The General Tab
allows you to Add and Delete Users. Each User must have a
first and last name and a password. The Prompt to Save Query
in Supporter Selection Engine checkbox will prompt you to save your
query every time you make a change in the Supporter Selection
Engine.
The Security Tab
determines which parts of the Supporter Donation System can be
viewed, added to, changed, or deleted. Click on each item on
the left to show the associated security features on the right and
choose which items to turn off or on. NOTE: Any changes
you make to user permissions will not take effect until the next
time that user enters the program.
The User Events Tab
shows what events occurred for the user chosen in the Find Login
Name.
EXAMPLES:
01/25/07 9:00 AM Supporter Donation System
Entered
01/25/07 9:05 AM Supporter Added
01/25/07 9:25 AM Supporter Donation System
exited
The Purge button allows you to purge old User Events- it is
recommended to perform this task about every 3-4 months as this list
can grow quite long. Simply click on the Purge button, choose
your dates and click on the Purge button again. NOTE: You can
setup specific events that you don't want to purge by clicking on
the Set Up Events to Purge button and checking them off in the list.
The User Messages Tab
sends a message to other users when certain events occur.
EXAMPLES:
01/25/07 Enter Supporter Donation System
User Name Read check
01/15/07 Add New Supporter
User Name Read check
The User Message
Configuration Tab lists all Available Messages and allows the
Supervisor to choose who will see which messages. EXAMPLE: The
supervisor may want to receive a message when the Supporter Donation
System is entered or exited or if a User tries to delete a
Supporter.
Steps for adding
users:
From the Main Menu, click on Users.
Click Add User in the lower left hand corner.
Click on the Security tab.
Click on each line item on the left side of
the Security tab and choose which items you want the new user to
view, add/edit, or delete OR use the Copy Security Settings button
to copy the same set of Security options from one person to
another.
Set up the User Messages as needed.
Vision Computer Programming Services, Inc.
685 Main Street, Suite C
Safety Harbor, FL 34695
(888) 425-6964
Email: email@visioncps.com
Web Page: www.visioncps.com
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Copyright ©2010 Vision Computer Programming Services, Inc.
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