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Training Manager users are managed on the main Personnel tab. A user who has been given a login name and password on the Personnel form can be assigned any of the following permissions:
| • | Read-only: Can view all areas of the database but cannot make any changes to the data. |
| • | Training Records Administrator: Can view and edit all areas of the database except user permissions. |
| • | System Administrator: Can view and edit all areas of the database including user permissions. |
To set up a user with read-only permissions:
| 1. | Locate the personnel record for the user, or create a new one if needed. |
| 2. | Assign a Login Name and set a Password if desired on the personnel form for this user. |
| 3. | Ensure that none of the System Roles have been checked for this user. |
| 4. | Save and Close the record. |
| 5. | Install the same version of the software on the user's computer if needed, and inform them of their Login Name and Password. The software is available to download in the Software Archive. See the menu option: Help --> About Training Manager for specific version details. |
To set up a user with Administrator permissions:
| 1. | Locate the personnel record for the user, or create a new one if needed. |
| 2. | Assign a Login Name and set a Password on the personnel form for this user. |
| 3. | Select the "System Administrator" or "Training Records Administrator" option in the System Roles section of the Personnel form. |
| 4. | Save and Close the record. |
| 5. | Install the same version of the software on the user's computer if needed, and inform them of their Login Name and Password. The software is available to download in the Software Archive. See the menu option: Help --> About Training Manager for specific version details. |
For more information about permissions, see the Permissions Matrix.
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