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Add or Delete a User

This article explains how to add or remove a user (consultant) to the Access RDB System.

Written by Terence Cassidy
Updated over 2 months ago

Add a New User

  1. On the Ribbon, click Options and then click on Manager.

  2. Click User Maintenance option.

  3. Click New User button.

  4. Fill in the required details:

    1. Login Name.

    2. Password.

    3. User Name (first name).

    4. Surname.

    5. Job Title (optional).

    6. Reports to (optional).

    7. Email Address.

  5. It is possible to use Windows Security to access the RDB Database:

    1. Ensure that the Login Name matches the Windows user name (or Virtual Office login user name).

    2. Click Use Windows Security.

    3. Add the Windows Domain name (FCSASP for Virtual Office users) to the Domain field.

  6. In the Sectors section, select the Sectors that the user needs to be in.

  7. Click the Save and Close button button.

Remove a User

  1. On the Ribbon, click Options and then click on Manager.

  2. Click User Maintenance option.

  3. Find the user and double-click their name.

  4. Select the Inactive box.

  5. Click the Save and Close button button.

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