Acumin Documentation
Acumin Documentation
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Security Permission - How to create a new user profile

During the member creation process, the system will automatically prompt you to create a new user. However, you can also create users independently—either for a single member or multiple users associated with the same member but assigned to different User Security Groups.

For example, if a user requires Admin rights, we recommend creating two separate Acumin user profiles:

  1. One with their standard security group (e.g., "Accounting")

  2. Another with Admin rights

Important : You must have Admin rights to create new user profiles.

Instructions: Creating a New User Profile

1. Access the User Creation Form

  • Navigate to the Admin section.

  • Click the Acumin Users button.

2. Create a New User

  • In the Acumin Users form, right-click and select New.

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  1. Complete the General Tab

In the Acumin User Properties form, fill in the following fields under the General sub-tab:

  • User Name: Enter the username that will be used to log in to Acumin.

  • Password: Enter a password with a minimum of 8 characters, including both uppercase and lowercase letters.

  • Related Windows User:

    • If your organization uses Active Directory, enter the corresponding Windows username.

    • A password is not required in this case.

    • Ensure the Acumin user is linked to the appropriate Windows user account.

  • Related Member: Search for and select the member associated with this user profile.

  • Active: Check this box to activate the user profile.

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  1. Assign User Group

Go to the User Group sub-tab:

  • Select the appropriate user group from the left-hand list.

  • Click the arrow to move it into the Selected Groups section.

Each user group has its own set of permissions.

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  1. Configure Additional Security (Optional)

Use the Additional Security sub-tab if you need to assign permissions beyond those granted by the selected User Group.

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Important Notes

  • All users must be linked to an Acumin member.
    Similar to member properties, a user can be either:

    • Active: Has access to Acumin based on their security profile.

    • Inactive: No access to Acumin.

  • Members cannot be deleted, as they may be associated with historical data. Users, however, can be deleted if needed.

  • Leave the following tabs unchanged unless instructed otherwise:

    • Currency/Date Settings

    • Time Upload

These settings are pre-configured based on your organization’s implementation requirements.

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