To Create New Users

Create your menus (or roles) in Menus and Roles before you create your users.

If you want to limit access to some users (Warehouse employees) but allow access to other users (i.e. Administrators and Managers) see the topic To limit access to specific applications in a menu assigned to multiple users.

  1. Navigate to the Solution Designer > Users tree.
  2. Right-click on an existing user (or in the blank space) to add a new user, or right-click on the "Users" object and select Add New User from the menu.
  3. The [New] user tab displays. Enter the user's information.
  4. The User Id is required, but the Password is optional for a user account. SAM's startup menu is ‘Main Menu’.
  5. The Security Level is a numeric value between 0 – 100 that will be compared to the menu’s required security level before allowing that user access to the following menus or forms.
  6. The Language is used to assign a locale to the user's session. This field is optional.
  7. The User Settings / Properties field is an advanced developer feature that is used to associate data values that are used repeatedly with the individual. For example, if Mary works in a specific warehouse, and you want her login to be associated with that specific warehouse (i.e. Plant ID: 3000), the information entered in the Property Name and Value fields will associate that Mary with plant 3000 so she does not have to enter the id "3000" when interacting with an application that requires a plant ID.
  8. Continue with To Assign Menus to a User.

To Assign Menus and/or Roles to a User

  1. To add a new user, right-click on the User folder and select Add New User.
  2. Or, from the Users tree, select the user you want to work with if the user profile isn't displayed already.
  3. In the Roles/Menus table of the Users tab, click on the Find icon and check the menu item to be added.
  4. Click OK when done. The selection appears in the User Menu Tree (far right panel).
  5. Click Save.

To Remove a User

You can remove a user by right-clicking on the user and selecting Delete.