This article pertains to the Store Setup Wizard introduced in the Order Manager version 5.804.
There are two pages in the Users and Security section:
Setup Security Options
Setup Users & Security Options
When you open the first screen, called Setup Security Options, certain options are selected by default, based on a typical user profile. It might be easiest to leave the default settings for now, but of course, you can unselect any of these options to suit your needs.
Sales People and Packers
If you have sales people and/or packers using the system, add their names now. The process for adding Sales People and Packers is the same. Click Add Sales People and/or Add Packers. In the designated fields, type in the Initials and Name, and click Save.
Set Up Security
If you choose to use either the Order Manager or Windows security systems, users will be required to log into the Order Manager. If you don't require users to log into the Order Manager, you can leave this screen blank and move on to the next section.
To enable either security system:
Check the Use Security System, select either Order Manager (recommended) or Windows, and then click Save. The Groups, Group Permissions, and Object Permissions tabs appear.
Click the Users tab and set yourself up as a user. Select Admin from the User ID drop-down list and click the Edit button. In the User Info box that pops up, enter a User's Full Name, typing over Default Administrator. Enter a password in the Password field and again in the Repeat Password field. (Be sure to make note of the password.) Click Save. The User Info box closes and the User ID is assigned to the Admin group by default.
Next, click Import Order Manager Packers & Sales People. This will import the Packers and Sales People (User ID and Names) that you just added in the first part of this screen setup and assign them to the Sales People or Packers groups. Users can be members of multiple groups. To assign a user to another group, select the user from the User ID drop-down list, select the group from the All Groups list, and click Add.
You can set up each packer and sales person with a password now OR allow those individuals to set their own password the first time they log into the Order Manager (new users whose passwords have not been set yet, will be prompted by the system).
To set up passwords now, select the user from the User ID drop-down list and click the Edit button. In the User Info box, enter a password in the Password and Repeat Password fields and click Save.
Click the Group Permissions tab to define each group permissions, i.e., how much or how little access each group has to Order Manager forms (screens), controls (buttons), and reports. For instructions on defining group permissions see the Assign Permissions to Groups section of the Security Options article.
The Object Permissions tab displays all of the permissions for the forms and reports.
Click the Close button to exit the Security System screen.
Set Startup Screens
The Order Manager can be configured to open a specific form (screen) when the program is started on a given workstation. For instance, if one workstation will always be used for POS transactions, type the Windows name of the PC in the Computer Name field or click the This Computer button, if making the change from that workstation. Select the POS form from the drop-down list and click Save. The next time the program is opened on that workstation, the POS form will be displayed immediately. If the user closes the POS form the program will close as well. This is true for all screens in the list other than the Main Menu or a Custom menu. The use of Custom menus is rare.
Alert Messages from Stone Edge
Choose any of the three recipient options. If you leave all three fields blank, Alerts will be shown to all users:
To have Alert messages sent to a specific individual, or individuals, type one or more email addresses (separated by commas) in the first field, as shown below.
To have Alert messages display on a particular computer, type the name of the computer in the second field. (Find a computer name by going into your Windows Control Panel and viewing your System Properties. If you are on a network, don't include the network name, just the computer, i.e. "MyComputer," instead of "MyComputer.Network.local".)
To have Alert messages shown only to members of a security group (e.g., sales people, packers) that you have set up, type the name of the security group in the third field, as shown above.
When you are finished with this page, click the next arrow at the bottom of the screen 
to proceed to the next section.
The following articles will help you navigate the Order Manager Setup Wizard. If you're just beginning the Setup Wizard, follow the articles in order. Otherwise, click a link below to jump to that section:
Users & Security
Created 2/4/09
Updated 6/26/09