Extend existing people/contacts as users of Beyond Software in Users. A user is always also a person/contact in the System. However, a person/contact is not always extended as a user. You should only extend a person/contact as a user if you want them to sign in to Beyond Software to conduct business.
If the person/contact already exists in Person, you want to select the previously defined person by using Contact Lookup and adding the user information (User Name, Password, Type, Active and Roles).
If the person/contact does not yet exist in Person, you can use the quick add feature to create a contact and then continue to set up user information. You can also change a user’s password in User. This is usually performed by the System Administrator or a designated user who has permissions.
Creating Users
Select Administration | Users.
Click New to create a new user.
Next to Person ID or Person Name, click Lookup 
to open Contact Lookup and select an existing person/contact. Or, click Lookup to open Contact Lookup and then click New to create a person/contact by using the Quick Add. After you have selected or created the person/contact, click OK to return to User.
In User Name, type a unique identifier. This is the user name that will be specified in the logon screen. For example, you may want to define user names as the first letter of the person’s first name and full last name. In this scenario, the user name for John Smith would be JSmith.
In Password, type a unique password. This is the password that the user will use to log on to the System every time. We encourage you to select a strong named password. A strong named password contains at least eight characters with a combination of alphanumeric and numeric values.
Re-enter the password in Confirm Password. The value that you type here must match the value that you typed in Password.
Select the kind of user in Type. Valid options include the following:
Affiliate
Billable
Corporate
By default, the Active check box is selected. If you do not want the user to be available to log on to the System, do not select the Active check box.
Click Locked to disable the user from logging in to the System. This is used for security, to limit access to only those users who should have access. For example, if you must make changes or updates in the Payables area, you could lock the users who perform tasks in Payables until you have completed the updates.
Click Default Global User if you want to use this user as the template for new users who you will add to the System. Any screen format changes that you make will appear for any users created from the Default Global User. Examples of screen format changes include hiding columns or rearranging columns. This provides a consistent default view of the System across multiple users in the organization.
Note: You can only select one user as the Default Global User at a time. However, you can have more than one "model" user, for different roles in the organization. To do this, clear the check box for the existing user who you have set as the Default Global User, and then click to select the Default Global User check box for the new Default Global User model that you want to use. Do this just before you create a new user. For more information about the Default Global User feature, see Default Global User.
Note: A message displays above the Roles area containing information about the maximum number of users subscriptions purchased for use of the system as well as how many licenses are actively being used. The message reads, "Your Beyond Software subscription provides for a maximum of xx active users. You currently have xx active users." (where 'xx' represents the respective number of user licenses). If you exceed the maximum number, you will receive the message "The maximum number of active users permitted by your Beyond Software subscription has been exceeded. Either set another user to inactive or contact Beyond Software to have your maximum active user count increased. This user has been saved with a status of inactive."
In the Roles area, click to select the Select check box for each role that the user performs within the System. A single user can have multiple roles within the organization. Name displays the existing roles as created in Roles.
Click Send Reset Password Email to authorize an employee to reset their password without requiring the employee to sign into the system.
Click Save and New, or click Save and then click New, to save the current user and start adding the next.
The Default Global User feature lets you create a user who will be the template, or “model” for any new users who you create in the System. Any screen format changes that you make will appear for any users created from the Default Global User. Examples of screen format changes include hiding columns or rearranging columns. This provides a consistent default view of the System across multiple users in the organization.
Creating a Default Global User
Create a new user who you want to use as the Default Global User. Do not select the Default Global User check box now.
Log off from the System, and log on by using the user name and password of the user who you created in step 1.
Open and change a screen that you want to include in the Default Global User model.
When you are finished making changes, close the screen, and then click Yes if you are prompted to save changes to the screen’s appearance.
Repeat step 3 and step 4 for each screen that you want to include in the Default Global User model.
After you have finished making all screen changes, return to User and then click to select the Default Global User check box.
Click Save to save changes to the user.
Notes:
Any new users who you create going forward will automatically have the changed view of any screens included as part of the Default Global User.
You can only select one user as the Default Global User at a time. However, you can have more than one "model" user, for different roles in the organization. To do this, clear the check box for the existing user who you have set as the Default Global User, and then click to select the Default Global User check box for the new Default Global User model that you want to use. Do this just before you create a new user.