SOP - User Accounts - User account setup

  • Open the Clarity station.
  • In the main Clarity window, the user with the Administrator rights must use the System – User Accounts... command to enter the User Accounts dialog.
  • Create a user account with the User rights:
  • Use the New button.
  • Fill in the User Name (again, full names are recommended), Desktop File (if you need to share user columns see the chapter "Shared desktop file"), and the Description fields.
  • Set the User Access Rights for the user account. Rights of each user can vary depending on their position and duties. At minimum, the following checkboxes MUST NOT be checked:
    • Open User Accounts
    • Open Configuration
    • Open Audit Trail Settings
    • Archive / Restore
  • Optional: Set the Certificate to be used for electronic signatures.

Note:

The Archive / Restore rights may be set only to the user who will be appointed to archiving the data in the company. However, the other previously mentioned options should be assigned only to Administrators. We recommend leaving the Archive / Restore privileges to the IT Administrators and/or QA worker.

  • Do not change the Password Restrictions as this part of the User Accounts dialog is common for all users of the given Clarity station.
  • The setting of the User Accounts dialog for the common user may be seen in the picture:

User Accounts - Setting a User account

  • Create another user account or leave the User Accounts dialog by clicking the OK button.