Regular Account Setup

The regular account only has access to Track application. It is created with a user profile to control access to different areas in Track. Before setting up a regular account, remember that the username and password are case sensitive. The password cannot be the same as a username. Since Track user will be prompted to change his/her password during the initial login, a generic password for each username is sufficient. Exiting the regular account setup by clicking one of the menu links to refresh the screen without saving any information.

If the parameters are grayed-out, then the locked global parameters are being used. Contact Track Coordinator for more information.

Create a new regular account

1. Hover a mouse pointer over the Tools menu link to display its drop-down menu.

2. Click New Account to open the New Account Wizard.
   
    

3. Click Next to open the Account Type screen.
   
    

4. The Regular button is selected by default. Since this is a regular account setup, click Next to open the Password Settings screen.
   
    

5. Select a password combination for the new regular account from the Character Combinations list box.

6. Click the Minimum Password Length drop-down list then select a number for a minimum password length.

7. Click the Minimum Login ID Length drop-down list then select a number for a minimum login user name length.

8. The password history is the number of previous passwords that are retained. Enter a number for the password history to be retained into the Password History text box.

9. The password age is the number of days that a password exists before the user can change his/her password again. If the password age has not been reached and the user tries to change his/her password, then the message displays, Password age limitation enforced. You can change your password after [a defined number of] days. Enter a number of days for the password age into the Password Age text box.

10. Click Next to open the Expiration Settings screen.
    
     

11. Enter an expiration date into the Expiration Date text box or select an expiration date from the calendar.

12. Enter a number of days that represents an interval of the required password changes into the Expiration Interval text box.

13. Click the Expiration Warning drop-down list then select a number of days when Track Admin will warn the user before his/her password expires.

14. Click the Invalid login attempts allowed before account is locked drop-down list then select a number of times the user is allowed to attempt to log in before his/her account is locked.

15. Click the Require a new password after the account is locked. checkbox if the user is required to request a new password from Track Administrator.

16. Click Next to open the Profile Settings screen.
    
     

17. Select a user profile from the Pre-defined Track Profiles drop-down list. Refer to Create a new profile for more information on the profile setup.

18. Enter additional information into the Extra Account Information 1 or Extra Account Information 2 text box, if applicable.

19. Click Next to open the Personal Information screen.
    
     

20. Enter the information into the Last Name, First Name, Organization, Email Address, and/or Employee ID text boxes. If the Single Sign-On feature is enabled, then the Email Address text box is a required field. Enter Track user's email into the Email Address text box.

21. Click Next to open the Directory Settings screen.
    
     

22. The Directory Settings screen is available for the single sign-on setup. Select a directory user account from the drop-down list. Otherwise, proceed to step 24.

23. Enter a directory ID into the Directory ID text box. If the Single Sign-On feature is enabled, then the Directory ID text box is a required field. Enter Track user's email into the Directory ID text box. Refer to Single Sign-On Setup for more information.

24. Click Next to open User Information screen.
    
     

25. The regular account user will use this user ID to log in to the Track application. Enter a login ID into the Track User ID text box.

26. Enter a password into the Password text box.

27. Enter the same password into the Confirm Password text box.

28. Click the Next link. There are several results that may occur after the Next link is selected.

• If the login ID already exists, then the message is displayed, An account with this user ID already exists. Repeat the steps to enter another login ID into the Track User ID text box.

• If the password does not meet the characters requirement, then the message is displayed, Password does not meet characters requirement [Character Combination name]. Repeat the steps to enter another password.

• If the next screen opens to the Location Options screen, then proceed to the next step.
  
  

• If the Area Selection screen opens, then proceed to step 31.

• If the Organization Selection screen opens, the proceed to step 35.

• If the last screen opens, then proceed to step 37. 

29. Regular account user may have access to one or more locations. From the Location Options screen, click only the checkboxes next to the locations that the user is allowed to have access to.

30. Click Next to open the Area Selection screen.
    
     

31. Regular account user may have access to one or more areas. To search for specific area IDs, enter alpha-numeric characters into the Search Area text box. The area IDs are displayed in the grid.

32. From the Area Selection screen, click only the checkboxes next to the areas that the user is allowed to have access to.

33. Repeat the steps until the area selections are completed.

34. Click Next to open the Organization Selection screen.
    
      

35. Regular account user may have access to one or more organizations. From the Organization Selection screen, click only the checkboxes next to the organizations that the user is allowed to have access to.

36. Click Next to open the last screen, displaying the new regular account setup information.
    
     

37. Click Finish to save the new regular account and return to the Accounts screen. The new regular account and its information appear in the grid.