Summary
This document will cover the best practices and recommendations for setting up user accounts inside Sportsman. While we recommend that all users have their own username and password for Sportsman, you can set up one generic set of credentials that all your people will log in to when they work the front end. When a staff member is no longer employed, their credentials can be made inactive to avoid someone getting into the system that should longer have access. This will take them off the active employee list and move them to the inactive list, which can only be seen if you click on show inactive employees. User permissions for access to different features and data are complex, and we recommend that administrative staff only grant permissions to financial data and settings configurations to more senior staff. We also recommend periodically running a User Permissions Report to review active users and permission levels. The terms ‘User Permissions,’ ‘User Access Rights,’ and ‘User Security Settings’ are interchangeable and refer to the different features that users can be offered.
***Note*** SportsMan web no longer requires separate Site Admin/System admin credentials. You can now give those rights to specific individuals inside the user’s security tab. However, the desktop application still requires you to log in with the SYSTEM administrator login to change/add the security permissions.
Prerequisites: You must have the SYSTEM Administrator login credentials.
This document will cover:
User Administration
Adding a New User
User Information
Security
Authentication
Timekeeping
Editing a User
Deleting Inactive Users
User Access Rights Reports