User`s guide
21-0381E v4.7.4 
Welcome Report Control Admin 
Sys Config  Tech-Ref 
157
 Drag to adjust a column width, or click to sort 
on a column heading. 
Opening an Account, or Switching to a 
Different Account (for Monitoring, Status 
& Control, User Admin., etc.) 
Click  [Account Folders] in the 'tree', browse 
through and select an account folder on the 
left, and locate and open the account on the 
right (double-click). 
Multi-Server Alternative: For a multi-server login, you 
can also view and select accounts under [server] in 
the 'tree'. 
Your selected account will remain 'open' (e.g., for the 
event monitoring window) until you select [Account 
Folders] or [Management] in the 'tree'. 
Single-account license
: In this case, account folders 
are not shown in the 'tree'. (To access your account, 
simply click your site/account button in the tree.) 
Renaming an Account Folder 
Let's suppose you'd like to rename the default 
account folder as "All Accounts": Click 
[Account Folders] in the 'tree', right-click the 
desired folder, and select Rename. Then, 
type the new name as desired, and press 
Enter. 
Renaming an Account 
Accounts can be renamed in the "Account 
Information" screen for the account. 
Click  [Account Folders] in the 'tree'. Then, 
locate and double-click the specific account 
using the 'tree' and/or main window. 
Exception (Single-account licensing): 
Click [Your Account] in the tree.) 
When the Account Information screen 
appears, change the name as desired. 
Tip: Your settings will be saved automatically when 
you select a different screen or topic. 
Adding an Account Folder 
Let's suppose you want to add an account 
folder called "Remote Sites" under "All 
Accounts". 
Click  [Account Folders] in the 'tree', right-
click the desired location for the new folder, 
and select Add Account Folder. Then, type 
the desired name, and press Enter. 
Adding a New Account 
Let's suppose you want to add a new 
account "Site ABC" in a folder called 
"Remote Sites". 
Click [Account Folders] in the 'tree', select 
the folder where you want to put the new 
account, right-click the account window on 
the right, and select Add Account. Then, 
respond to the small wizard screens that 
appear—selecting a few basic operating 
parameters and clicking [Next] or [Finish] 
as needed. 
Note: When a new account is set up in this way, some 
default items/values are set up automatically. If you 
need to change the panel operating mode (e.g. North 
America vs. UK-ACPO), and wish to obtain suitable 
default values, it is best to set up a new account and 
delete the old one. 
Tip: There are numerous items that can be set up 
for each account. For a suggested procedure, refer 
to "Setting up a New System (Commissioning)". 
Moving an Account (or Folder) Into a 
Different Location 
Accounts and account folders can be moved 
as desired using the familiar drag-and-drop 
approach: Click [Account Folders] in the 
'tree'. Then, locate the desired account or 
folder, and use your mouse to drag the item 
into the desired location. 
Notes:  The target folder may not be highlighted--
simply 'drop' the item when the mouse cursor is on top 
of the desired folder.  Accounts can be managed like 
this in the account window only (not in the 'tree'). 
If you need to Delete an Account (or 
Account Folder) 
Before deleting an account, first check to 
ensure that it is not assigned to any operators: 
Select  [Management] in the tree, open the 
Operator branch, and select Operator. Then, 
use the Grid / Form toolbar-button to switch to 
'grid' view, and scroll through the operator list, 
checking the "Account" and "Monitor Account" 
columns for the specific one. Be sure to reset 
any as needed as you go along (click [...] ). 










