Adding a new user in TBS

To add a new user to TBS requires 2 distinct actions

Firstly, an admin user should go to Administration --> Users, and add an entry for the new user

If the new user is to act in the same manner as an existing user, you can highlight the existing user, and use the New Copy button to give you less to re-enter for the new user.....if performin a New Copy, you are asked :

This allows you to keep any existing user preferences to apply to your new user :

The User ID is the short user name (automatically capitalised) by which the user will log in to TBS

The User name is the full and formal user name which will be displayed when referencing this user within TBS

The User Sort Name is used when sorting a list of users from which to select

Once the name fields and a password have been entered, the remaining fields are option information about the user before saving the new user

The User Preferences tab (only visible to admin users) allow certain specific settings just for this one user :

Note : many of these fields are legacy entries carried over from TBS1 and as such are non-operable within TBS2, so do not get too hung up on them - if in any doubt seek assistance from TBS support for correct usage

When entries for this user have been completed, click on Save to save the new user

Setting security for a new user in TBS

A new user on their own will be able to log in to TBS but will not have any permissions to see or do anything until they are linked to one or more Groups

Security in TBS is set according to Groups, which therefore makes changes far simpler to apply to many users without the need to change each and every user separately. Groups are listed within Administration :

When a user logs in - their security is set according to the highest setting of any groups to which they belong

So for example in the 'AllowMargin' group shown, this group (in our demo !) is referred to in the Refs entries as a group of users who are allowed access to the Margin Analysis options of the Job Details list / Special menu - if no group is set in the Refs entry then all users are allowed access

Typically however a Group is used within the Security screen in association with their list of 'members' in conjunction with the Group Windows Security list (which sets which windows within TBS any member of that group is allowed to 'see') and the Group Schemas Security list which denotes which actions the group members are allowed to perform on entries of the selected data table

To add our new user to any group, with the Group selected, in the Group Members tab, use the Add button to display a list of all known users who are NOT yet members of this group :

Select the user(s) to add to this group, and use the Add Selected button to add the user(s)

Once a user has been added to any required groups, then the next time that user logs in, they will have access to windows and functions according to the groups they have been added to