Security

Add/Modify/Delete a User

Use the User Manager dialog box to create, modify, and delete users.

Insurance company user IDs and passwords are assigned by Mitchell. Body shop users create their own user IDs and passwords.

Note: Before creating user IDs, be sure to set up your user groups (authorization groups).

Tip: When configuring Mitchell Estimating, create the profile first, then set up your user groups (authorization groups), and then create user login credentials. Then you can assign a profile to the authorization group.

How to

  1. On the System Info menu, point to Configuration, and click Configure User Information.
  2. On the User Manager dialog box, click New.
  3. On the User Detail dialog box, enter a User ID.
  4. Enter the Last Name and First Name.
  5. Select an Authorization Group from the list.
  6. Enter the Password. (Passwords are case sensitive.)
  7. In the Verify Password field, re-enter the password.
  1. On the System Info menu, point to Configuration and click Configure User Information.

  2. On the User Manager dialog box, select the User ID you want to change, and then click Modify.

    Tip: To change a user's default profile, select the Authorization Group arrow, and click the group name with the default profile you want this user to use.

  3. On the User Detail dialog box, change the user information as necessary. (User IDs and Passwords are case sensitive.)
  4. Click OK to save the changes and return to User Manager.

Delete a user's ID to discontinue their access to Mitchell Estimating. The last remaining Administrator user ID cannot be deleted from the system.

  1. Make sure the user ID to be deleted is not currently logged on to Mitchell Estimating.
  2. On the System Info menu, point to Configuration, and then click Configure User Information.
  3. On the User Manager dialog box, select the User ID you want to delete, and then click Delete.
  4. Click OK to confirm.

Reference

User Information

User ID

The user ID can be up to eight characters in length. For insurance companies, the user ID is assigned by Mitchell.

First Name

The first name of the user.

Last Name

The last name of the user.

Authorization Group

The authorization group to which the user belongs.

Classification

This field can be used to sort and total reports by: None, Field, Drive In, Audit.

Change Password

Password

The password can be up to 10 characters in length. (Passwords are case sensitive.)

For security, each character is displayed as an asterisk. The password for insurance companies is assigned by Mitchell.

Verify Password

Retype the password into the Verify Password field to make sure it is correct. If you make a mistake while typing, press Reset Password to set the field to its previous value.

Reset Password

If you make a mistake while typing, press Reset Password to restore the previous value.

Password Expiration

Password May Expire

Click this check box if you would like the password to expire after a period of time. (This option is not available for insurance companies.)

Expires After (Days)

Enter the number of days to pass before the password expires.

Test Communications

Click this button to confirm that the user credentials entered allow you to connect to the Mitchell server.

Note: This button is visible when you have the Mitchell Communications Manager (MCM) installed on your system.

 

See also:

Password Maintenance

Profiles