Cable Box Tracker Manual

Users

This screen lists users; these are the people in your company authorized to use the Cable Box Tracker system. Use the 'Click here to add new user' link to create a new record, or click the Login in the left column of the list to edit an existing user. You may create as many users as needed up to the limit set for your company account (see the Company Information screen).

The Record Number is a system-assigned identifier and it cannot be changed. The user's name will appear on inventory reports and posting records so that you can see who handled each transaction recorded in the system. The contact information is displayed on various screens and can be a helpful reference if you quickly need a telephone number.

The Login ID is the name this person will use to log in to the system. When you first edit a newly-created user account, you will also be asked to set the initial password. It is strongly recommended that this be an individual and non-obvious combination of letters and numbers. When the user signs in to the system they can go to the My CBox Account screen and change the password. If a user forgets their password, use the Click Here to Reset Password link to enter a new password. The user can change it again when they log in to the system.

As a Company Administrator, use this screen to manage your own account instead of the My CBox Account screen available to regular users.

User accounts are never deleted from the system. This is important for inventory history reports that involve users no longer working for your company. To 'remove' a user simply check the Inactive status option; the user will not be able to log in to the system, but their information will be available if needed for inventory reports. Inactive users do not count against your maximum number of user accounts.

By default, new users are flagged as regular users (they will not have access to the company information, clients, employees, or users screens). If you wish you may use the Authorization setting to designate other users as Company Administrators.

When you are done, click Save to record the data or Cancel to discard any changes.

This screen is available to Company Administrators only.