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- Define Users window opens in insert mode. Enter the User Id based on what your Company has determined to use for User Ids
- Enter the new users full name in the Name field.
- Enter the default password for the new User.
- In the Server User Id and Password enter the id and password that was given from PENTA Technical Services.
- In the OnBase User Id field enter the Users AD User Name. Note: By default OnBase Directory Service Authentication uses the sAMAccountName, so this is what is meant by “AD User Name”.
- Enter the OnBase password, this can be the same as the PENTA password in Step 3.
- Enter Accounting Entry Authorization Auth level 1 for the user. Users with higher access will be identified.
- Duplicate invoice will default to ‘N’. This field should only be Y for AR and AP Clerks.
- Enter User Type ‘H’ for Home Office user. Other User Types will be identified for special users.
- Enter Payroll Access Level 0 for non-payroll users.
- Select from the list of values or enter the user’s employee id in the Emp Id field. The user needs to be linked for OnBase and to be used in fields throughout PENTA.
Note: The Employee will need the Window's User Id assigned to Log into PENTA for Windows with the Window's User Id. The User/Employee Cross Reference window can be used to confirm that PENTA for Windows Users have the Window's User Id entered, after the User exists
- Navigate to the Group Authorization block, Enter the User’s Security Group. Depending on security either enter an A or S in the All OU Code field.
- Navigate to the Job Authorization tab and enter ‘S’ in the All Job Code field. In the bottom block enter the jobs the user has authorization to view.
- If the User is an AP User navigate to the AP Check Forms tab and give access to the AP Check Forms.
- If the User is a Payroll User navigate to the Pay Groups tab to give access to Pay Groups.
- Close the window and the PENTA User will be created and the OnBase User will be created.
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