The ability to create users requires administrative permission in Aptify. This permission can be granted when the user record is created. By default, the sa user is the only user granted administrative permissions when Aptify is installed.
Aptify encrypts the password for untrusted users. Therefore, in order to create untrusted SQL Server Security users (that is, Username/Password-based users), your system administrative user account must have the necessary permissions to the Security Key (the Generic Entity Encryption Key, by default) that encrypts untrusted users' passwords. However, note that users do not need access to this key to successfully log in to the Aptify. See Adding User Accounts to a Security Key for details. |
Follow these steps to create a new user:
Right-click the Users service and select New Users Record to open the Aptify User Administration wizard.
The Aptify User Administration wizard is not supported in the Aptify web interface. |
Select the System Administrator option for accounts that require administrative access to the databases and the SQL server.
When this check box is selected, Aptify automatically assigns the user a DB Owner role on the SQL server.
If the System Administrator option is selected, the user is granted the dbowner role to the database in SQL server. This option should only be selected for administrative users who require this ability. Operations that require dbowner privileges include any action that adds a new table, database object, or login to the SQL Server, such as creating a new user, new entity, or a new stored procedure. Other actions may require sysadmin permission to the entire server. For accounts that require that level of access, you need to check the sysadmin role for that SQL Login directly within SQL Server Management Studio. |
Aptify also includes the CRMUser profile which is a sample profile that originated with Aptify 4.0. This profile is not role specific like the role-based profiles included in, but contains a predefined set of views for several important services, including Persons, Companies, and Orders. The CRMUser profile can also be used as a starting point for an administrator to set up profiles for each department or functional group within an organization.
Some items may be unavailable to the new user if you copy from a profile that has a greater permission level than the new user. |
This step allows you to associate the user with any number of other entity records. Only an administrator can create, edit, or delete this connection between the user record and another entity record. For example, a user's login information can be connected to his/her Employees record. When this relationship exists, Aptify automatically populates the Employees field on certain forms using the Employees record that is linked to the current user who opened the form.
Aptify recommends that each user be linked to an Employees record and a Persons record as certain features in Aptify will not work properly without these relationships. |