Defining a User Login

Important:  You must define a user login for every employee if you have the Use Password Security option selected on the Business Information window.


  1. Select Management > User Logins.

The User Login Maintenance window displays.

  1. Click New.

  2. Complete the following:

  1. In the Display Name field, type the employee's full name.

  2. In the Login ID field, type a login ID for the employee.

  3. In the Password field, type a temporary login password for the employee.

  4. Select Integrate with Active Directory if you use Active Directory to manage your network environment.  Type the user name of the employee's Windows account in the User Name field and the name of your domain in the Domain field.

Note:  When you select the Integrate with Active Directory option, the employee can use the same login credentials to access Windows and Millennium.

  1. In the Email Address field, type the employee's email address.

  2. In the Employee (if any) field, select the employee's profile.

  3. (Optional) If you use employee ID cards, click in the Employee ID Barcode field and scan the bar code on the employee's ID card.

Note:  When you record the bar code on an employee's ID card, the employee can access Millennium or punch in/out by scanning their ID card with a bar code scanner.  Before you can use the employee ID card features in Millennium, you must create or purchase ID cards with a Code 39 bar code and purchase a bar code scanner compatible with Millennium.

  1. Select one of the following options:
  1. Define the employee's access level for RemoteBusiness:
  1. Select Allow Individual RemoteBusiness Web Access to allow the employee to access RemoteBusiness.

  2. Select Allow Access to Client History/Formulas to allow the employee to view client purchase histories and formulas in RemoteBusiness.

  3. Select Allow Management Level Access to allow the employee access to all employee pages in RemoteBusiness.

  1. Click the Options tab and select the following options:
  1. Select Show Timer in Register to display a timer on the Register so the employee can view the time taken to complete Register transactions.

Note:  Millennium always records the time taken to complete Register transactions regardless of whether you select this option.  This information allows you to analyze the productivity of front desk employees on reports.

  1. Select Show Timer in Appt Editor to display a timer on the Appointment Editor so the employee can view the time taken to book an appointment.

Note:  Millennium always records the time taken to book an appointment regardless of whether you select this option.  This information allows you to analyze the productivity of front desk employees on reports.

  1. Select Force Password Change to force the employee to create their own password after they log in to Millennium for the first time.

  1. Select Show Tooltips to display a tooltip when the employee places the mouse over a field or option.  

Tip:  Tooltips help to explain a feature or setting.

  1. Select Show Appt Tooltips to display a tooltip when the employee selects an appointment on the Appointment Book.  

Tip:  Appointment Book tooltips show details for the appointment such as the name of the client and the service(s) scheduled.

  1. Select Mouse Hot Tracking to highlight fields and options when the employee places the mouse over them.

  2. Select Check Harms Update Site for Millennium Updates if you want the employee to receive notifications when a new Millennium update is available for download.

Important:  You should only select this option for management personnel or system administrators.

  1. Select Receive admin alerts to allow the employee to receive messages from Millennium by Harms Software aimed at administrator-level users.

Note:  Millennium by Harms Software sends messages periodically to keep you informed about the latest Millennium news and updates. New messages display once you open Millennium for the first time each day.

  1. Click the Member Of tab and select Member next to the security group that relates to the employee's job function:

Tip:  You can view the features that each security group has access to on the Security Administration window.  Click here for instructions.

  1. Click Save.
  2. Provide the employee with their Login ID and password.

 

Resetting a Login Password

Unlocking a User Login

Deactivating a User Login

Viewing & Updating Permissions