Define Web Users

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To test the installation and start using Commit Web Interface, create web users for employees and customers.

 

Web user management is done within the Commit application.

Login to Commit and follow these instructions:

 

Creating web users for employees:

Open the Employees/Accounts window and navigate to the desired employee record.

Select the "Employee" tab and click on the "Configure Web User" Button.

Set a web username and password and confirm.

 

Creating web users for customer Accounts:

Open the Accounts window and navigate to the desired Account record.

Select the "Web Users" page, click on the "Add" button at the bottom of the page and set the web user username, password and other information and confirm.

 

Notes:

1. Commit Web Interface will identify the newly created users within several minutes.
2. All passwords are case sensitive.
3. Since each username must be unique in the entire system, it may be a good idea to add a common prefix to all the web users of each Account, i.e. BIZ_1_John, BIZ_1_Mary, BIZ_2_John, BIZ_2_Phil etc.

 

If you set an Account number for each of your accounts (using the Account# field), you can set the system to automatically add the Account# as a prefix for each new web user you create. Use the Options > Web Interface to set this feature.