SOP - User Accounts - setup user account

  • 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 the 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 be unchecked:
  • 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 to one user who will be appointed to archiving the data in the company. However, other previously mentioned options should still be assigned only to Clarity Administrators. We recommend leaving the Archive / Restore privileges to the Clarity IT Administrators and/or QA worker.

  • Do not change the password settings 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:

Caution:

Make sure that Other Users Can is NOT set to No Access. Otherwise data can be only accessed by user that created them.

User Accounts - Setting the User

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