User`s guide

21-0381E v4.7.4
Welcome Report Control Admin
Sys Config Tech-Ref
161
If You wish to Delete a Shared
Item
(Phase 2)
If you delete a shared user or holiday
(under Shared Groups in the tree, or
within a specific account), the
deletion will affect all accounts
associated with the shared item.
Community Groups, however, cannot
be deleted if presently assigned
anywhere.
(To remove an account assignment: See
step 4A.)
-------------------------
Then, right-click within the 'row' for
the specific item, and select Delete
from the pop-up menu. When asked to
confirm, select Yes.
Phase 1: Account-Specific Data
1A: Misc. Account Settings
Feature Set:
"Shared Users" are supported only for specific
panel "Feature Set" values:
 Beginning with V4.7: Feature set 2 or
higher.
 Director V4.2 - 4.6x: Feature-set 2, 3, or 4.
To enable the required screens, go into the
"Account Information" screen for each account,
and change the "Feature Set" value if needed
(also see the "Technical Notes").
Related Setting: AccountName Account Information
Standard See: "Account-Wide Panel Settings".
"PIN Mode" and "User Logon Mode":
Shared users can only apply to accounts set
for the same "PIN Mode" and "User Logon
Mode". Ensure these are set appropriately for
each account that is to support shared users.
Related Setting: AccountName Account Information
Setup See: "Account-Wide Panel Settings".
1B: Set up any Custom User Fields for
Shared Users
Shared users can have up to 20 custom
information categories (user fields) as usual
(such as: position, department, vehicle
plate, etc.). However, for shared users,
these fields can be "single-line edit" only
(i.e., values are typed in instead of being
selected from a list).
How this is implemented
:
 If the accounts are defined with 'single-line
edit' user fields, any user-field values for the
shared users will apply to the assigned
accounts.
Note: In this case, user-field values will also be
updated for all applicable accounts if changed for a
shared user in any one of the accounts.
 For any accounts with some other type of
custom user fields (e.g., multi-line edit, or
drop lists), the custom user-field data is
retained and managed separately within
each account, and any shared 'custom-
user-field' data will be ignored.
Steps / Detail
Custom-user-fields for shared users are
initially configured separately for each account.
To implement shared 'custom-user-fields',
these fields must be defined with the same
Account Folders AccountName
Users Custom Fields