User`s guide
21-0381E v4.7.4
Welcome Report Control Admin
Sys Config Tech-Ref
159
Account Folders: Account folders are not
shown in this screen. (Double-click a server
to access its account folders.)
Operator Permissions
: Each operator will be
able to view only the accounts associated
with their assigned folders. Related Topic
(s):
Operator Permissions
Show all Accounts under This Node
: This
selection applies only to account folders (it is
not needed in the [Server] portion of the
'tree').
Shared Users
: Shared users, etc. pertain to
individual servers (i.e., items cannot be
shared across servers). Related Topic
(s):
Users and Holidays Shared Across Multiple Accounts
Advanced Sorting
In addition to sorting on a single column
heading, the account list can be sorted on
multiple items as desired (e.g., by City, then
account name, etc.).
Steps:
1) Go to the desired 'node' under [Account
Folders] in the 'tree' (or [Server] if logged
into multiple servers).
2) Right-click within the account list, and select
"Sort" from the pop-up menu.
3) Refer to the item-descriptions for this screen
while making your selections.
To Sort Through All Accounts: Before selecting Sort,
select the highest-level (parent) account folder in the
tree. Then, right
-click the account list, and select
"Show All Accounts under This Node".
Multi-Server Exception
: After a multi-server login, use
the account list under "Server" in the 'tree'. (Select
"Servers" in the 'tree', and then sort the list as desired.)
Related Topic
(s): Startup and Logging In
Right-Click the Account List Sort
- [>]: Adds selected item to the sort-order;
- [>>]: Adds all items to the sort-order;
- [<]: Removes selected item from the sort-order;
- [<<]: Clears the "Sort Order" list (for unsorted
accounts, or to set up a new sort order).
-------------------------
- Ascending: A - Z starting at the top of the
screen (+).
- Descending: Z - A starting at the top of the
screen (-).
Notes:
Account sorting results are not saved. To sort the
account list again, simply click a column heading, or
make your selections here again;
When you sort by clicking on a column heading in
the account list, this is also reflected in the Sort
screen (Sort Order);
Sorting is reflected in the column headings of the
account list: (+) = A-Z, (-) = Z-A, and numbers
[Server] (if multi-server login)