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1 Create a new user account Featured

Issue: Unable to use the new user wizard. Receive the following alert when trying to create new user using regular user account: Resolution: Log in as Administrator. This will give you access to the new user wizard. You must use the Administrator account…

2 4D client closes or errors when inputting user name / password (“4D client has stopped working”)

Issue: 4D client closes or errors when inputting user name / password. Error: “4D client has stopped working”, or Problem: Welsh keyboard set as default input language. Welsh keyboards require a Unicode font to display extended characters which are not…

3 How to assign a user to a team

Issue/Requirement: I have my teams set up, but I need to adjust some members or add users to the existing team Solution: Go to the following area: Tools & settings File maintenance Users Double click on user Go to setup tab Click on relevant company Select…

4 How to set permissions for multiple users at the same time

Issue: One user is set up with all the correct permissions, access and approval levels. Other users need the same settings Resolution: Click on existing user in file maintenance user list: actions select Ctl select users that you wish to copy permissions…

5 No companies displaying in user setup

Issue: When setting up a new user the setups tab (where you would normally find the list of companies) is blank Resolution: This is usually seen on non-synched versions. It is most likely that the user initials on this record have been used on an existing…

6 Reinstate disabled (de-activated) user account

Issue: A user exists on the system already, but they have previously been disabled Resolution: To reinstate disabled (de-activated) user account, go to the following area: Tools & settings File maintenance Users (top left) Click the torch icon (at the…

7 Setting up an expense record/multiple expense records/credit card expenses

Issue/Requirement: A user has been set up but they either: have no current expense record have an existing expense record, but would like multiple (either to enter on behalf of another user, or for credit card purposes) Solution: Has no current expense record…

8 Setting up or amending a Team

Issue/Requirement: A new team(s) needs to be setup Solution: Go to the following area: Tools & settings File maintenance Teams (in top left section under Users & staff) Select new in the top left, or double click on existing to edit Users can now…

9 Unable to add user to a licensing group

Issue: When trying to add a license to a user getting a message that this could not be added Symptoms: The user in question will not be able to access the part of the system allowed by the license Error: It is most likely that you have run out of available…

10 Unable to create a user account – user already exists but not seen in user list

Issue: Receiving an error when trying to generate new user of 'non unique field' Symptoms: Unable to generate new user accounts Cause: Either there is an inactive user account with the same code, or the system is using old ‘unsynchronised’ data. In Synergist…

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