Create a user

Learn how to create a user in Vernon CMS and add them to a group to control what they have access to.

Before you begin

Create a Person record for the person you're creating a user login for.

Steps

  1. Go to Tools > System Maintenance > Security Tool.

  2. Click Users.

  3. In the Security - User window, enter the details:

    1. In User name, enter a new user name.

      • Use a consistent naming convention. For example, first initial and surname (RSMITH or JDOE). All letters will be converted to uppercase.

      • Do not use spaces as they will be converted to underscores.

      • You can create generic logins, such as INTERN or EDUCATOR, if you have users who can share the same login.

    2. In Person, enter their name or the System ID of their Person record.

    3. Next to the Groups field, click Add to select the group the user best fits into. You can add a user to multiple groups. The user's security rights will come from whichever group has the least restrictions. For more information, see Security groups.

    4. In the Password field, enter a password that is at least 6 characters long.

    5. Optional: In the Notes field, record any notes. For example, an overview of their security rights, or details on who should use a generic login.

  4. Click Save.

Warning: Users should then change their passwords by going to Tools > User Tools > Change Password.