Setting Up: Users and Security
If using the Multi-User MySQL version of ContaxCRM you will need to setup individual User Accounts and their associated Security Records. The Users window can be accessed from the Modules option on the Menu bar. You will see a screen similar to this:
There are a couple of things to note before we go any further, that may stop some confusion later:
• 1. In the screenshot above you can see the individuals password. This is because the 'Show' checkbox is ticked. To hide the password this checkbox can be unchecked.
• 2. The password looks encrypted because it is. This is done automatically by ContaxCRM, it stops even those wiley SYSADMINs with their Query Tools from seeing your passwords.
• 3. An Avatar or image of the user can be attached to their user record. These images are not stored in the database but are saved elsewhere, preferably on a shared drive. A decision should be made on the network location of these images before setup is completed.
• 4. The Avatar in the screenshot above is the default Avatar used whenever an image hasn't been assigned to an individual. The screenshot below shows you what it looks like with an image attached.
Work In Progress ...