User`s guide

156 Guardall Director V4.74 User's Guide 21-0381E v4.7.4
Working with Accounts and
Folders (Multi-Account
Systems)
Account Folders, and account-selection issues pertain
only for systems with multi-account licensing (or
operators with the authority to edit account folders).
Beginning with V4.0 Guardall Director, you can use the
Configuration Wizard to set up a new system. For more
information, refer to "New Installation? Try the Wizard!".
Note: Beginning with v4.74, account management has
been simplified--with accounts appearing in the right-
hand window only. (If the accounts aren't shown, right-
click the window and select "Show all accounts…".)
Accounts and Account Folders
An account represents a site, or collection of
sites that will share a common set of users,
authorities, schedules, etc. In general, this will
typically be a single company or customer.
Account folders, on the other hand, provide
a method for organizing accounts.
Multi-Server Login: To allow working with (or in)
account folders, ensure the desired server is selected
under [Server] in the 'tree'. (Double-click a server to
access its account folders.)
Account folders are shown in a tree/outline
on the left, and accounts appear on the right.
(If the accounts aren't shown, right-click the
window and select "Show all accounts…".)
Tip: Account folders are referenced by "operator
permissions"--allowing different types of permissions
to be assigned to groups of accounts. Be sure keep
this in mind when deciding where to put each
account.
Single Account Systems/Licensing
: With single-
account licensing, the account/folders 'tree' will NOT
appear.
For systems that support multiple accounts that
presently have only one defined, the "Edit Accounts /
Account Folders" authority determines whether or not
[Account Folders] will appear in the tree. For details,
refer to "Operator Permissions".
Viewing Accounts and Folders
Click [Account Folders] in the 'tree'. Then,
right-click the account window and ensure
"Show all Accounts…" is selected (). You
can now:
 Browse through folders and select one on
the left to view its accounts on the right;
 Locate and open an account on the right
(double-click).
Visual Quick-Start
You can view accounts folder-by-folder, or sort a full listing by name, address, etc.
Adjusting the Width of a Column: Drag the boundary between two column headings.
Sorting on Multiple Items
: See "Advanced Sorting" (to follow/below).
If Multi-Server Login
: See "After a Multi-Server Login" (to follow/below).
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