Add a New User

This article describes how you use the Application Configurator to add a new user.

From the Application Configurator panel, select the Users tab.
To add a new user, select the desired license key, then, from the ribbon, click the Add button, or, double-click the desired license key. The User panel appears.
Use the following table to enter data in the User tab:

Field	Description
Windows User Name	Specify the user's Windows user ID, or the `domain\Windows` user name.
Application User Name	For Infinium, JD Edwards, and Oracle (including Lawson and PeopleSoft) database users, specify the corresponding application user ID of the Windows user. This value may or may not be case sensitive, based on the associated ledger type.
Assign Security Like	Click the drop-down list, and, select the user for whose security settings are to be copied to the current user.
Windows Single Signon	If selected, the system uses Windows Single Signon when signing into Spreadsheet Server, and does not prompt the user for an additional password.
Alternate Password	If not using Windows Single Signon, specify the user password to use when signing into Spreadsheet Server. This value is not case sensitive.
User is signed on automatically without a login screen	If selected, the system automatically signs the user into the application, without displaying the login dialog box. Note: This option is only applicable to Infinium, JD Edwards, and SAP (NetCo connection type) ledgers. Unattended sign on is not recommended for normal processing, and is designed for use with the Profile Scheduler component (for example, scheduling a load local profile run, or distribution of spreadsheets).
Retrieve account balances from local database	Select this option to indicate to retrieve balances from the local database, if the following options are selected or specified, User is signed on automatically without a login screen User is allowed access to local balances (Security > Load Local tab) Default Local Database Type and Location (Security > Load Local tab) Note: This option is only applicable to Infinium and JD Edwards ledgers. When the user is signed on automatically. It is not used to set the default for the Retrieve Account Balances from Local Database option in the login dialog box.
First Name	Specify the user's first name.
Last Name	Specify the user's last name.
Email Address	Specify the user's email address.

Select the Security tab.
Use the following table to enter data in the Security tab:

Field	Description
User is allowed access to the following connections	Select the connections to which the user is permitted access. If the Allow all connections option is selected, all connections in the list are automatically selected. If not selected, the desired connections must be manually selected.
Allow all connections	If selected, the user is allowed access to all connections.
Can Launch Cloud Connector from Ribbon	If selected, the Cloud Connector icon appears in the user's Spreadsheet Server ribbon in Excel. Once the connection is configured and successful, the Cloud Connector icon is enabled.

Use the following table to enter data in the Security > General tab:

Field	Description
User is allowed to maintain Segment Lists	If selected, the user is permitted to create, edit, and delete segment lists.
Override user's General Ledger Account Profile:	Optionally, account masks may be assigned, overriding the user's current account profile security, and controlling a user's access to accounts in the General Ledger portion of Spreadsheet Server. Note: For JD Edwards ledgers, profiles entered will override any established ledger security for the user. For Oracle ledgers, this feature is not applicable. See Oracle Database Security Notes for more information about Oracle security processing. For SAP ledgers, profiles entered will work in conjunction with the company security, as defined in the Application Settings (see SAP for more information).
Ledger	Click the drop-down list, and, select the ledger for which to enter an account mask. Once a ledger is selected, the appropriate account segments display. Note: The system searches for the `CustomGL` folder to retrieve Designer GL profiles. If the system does not find the folder, or, the desired profile is not listed, browse and select the profile to be used.
Account Mask	Specify the account mask(s) to which the user will have access. When entering an account mask, each segment of the account string must be typed. Account segments may be a single value, mask (wildcard), range, value list, or segment list. Additionally, for JD Edwards ledgers only, account segments may be @ Fields (see Step 5: Common Application Settings for more information). Note: When using a segment list, the list cannot include excluded values. For Infinium and JD Edwards ledgers, enter an asterisk ( * ) in each account segment, to permit access to all accounts for a user. For SAP ledgers, segment lists cannot be used.
Delimiter for separating account segments	Specify the delimiter for separating account segments when entering or maintaining account masks, for override account profiles.
Account Masks List	Displays the list of account masks the user is permitted to access. To: Add an account mask: select a ledger, enter the account mask, then click the Add button. The account mask is added to the list. Update an account mask in the list: select the account mask, modify the ledger and/or mask, then click the Update button Delete an account mask in the list: select the account mask, then click the Remove button.

Use the following table to enter data in the Security > Load Local tab:

Field	Description
User is allowed access to local balances	If selected, the user is permitted to access local databases created in the Profile Scheduler component. If selected, additional options become available, including the Retrieve account balances from local database option in the User tab.
Default Local Database Type and Location:	Specify the database type and location to be used when the User is signed on automatically without a login screen and Retrieve account balances from local database options are selected.
SQL Server	If using a SQL Server database, select this option, click the drop-down list, then, select the connection to be used. The list only displays SQL Server connections that are flagged as load local connections.
MS Access	If using an Access database, select this option, then, type the path, or, use the Browse button to select the desired folder location of the local database.
Default to work in Local Mode without a connection to a Host Database	If selected, and, the User is signed on automatically without a login screen and Retrieve account balances from local database options are selected, the user must work offline.' Note: If working without a connection, access is only available to account balances in the local database. As a result, drill downs to journals, `GXE`s to journals, various `GXD`s, and list accounts will not be functional. However, the system still verifies that the user is a valid Spreadsheet Server user, therefore, Application Configurator must be installed on the user's machine.
Force user when signing on to process balances in Local Mode	If User is allowed access to local balances is selected, select this option to indicate that the user is required to work in local mode.

Use the following table to enter data in the Security > Infinium tab:

Field	Description
User is allowed to drill down to Journal Entry Lines	If selected, the user is allowed to drill down to journal entry lines.

Use the following table to enter data in the Security > JD Edwards tab:

Field	Description
User is allowed to drill down to Journal Batch lines	If selected, the user is allowed to drill down to journal batch lines.

Use the following table to enter data in the Security > Profile Scheduler tab:

Field	Description
User is allowed to access Profile Scheduler	If selected, the user is permitted to access Profile Scheduler, the component used for scheduling various tasks, such as caching the Distribution Manager address book, and loading local database files.
User is allowed to access Database Management	If selected, the user is permitted to access the Database Management function within Profile Scheduler, used for listing tables and indexes for SQL load local databases.
Address Book Cache: Create/Edit/Delete/Run	If selected, the user is permitted to create, edit, delete, and run address book cache profile types in Profile Scheduler.
Custom Table Loads: Create/Edit/Delete/Run	If selected, the user is permitted to create, edit, delete, and run custom table loads profile types in Profile Scheduler.
Distribution Manager: Create/Edit/Delete/Run	If selected, the user is permitted to create, edit, delete, and run Distribution Manager profile types in Profile Scheduler.
Load Local: Create/Edit/Delete/Run	If selected, the user is permitted to create, edit, delete, and run load profile types in Profile Scheduler.

Use the following table to enter data in the Security > Query tab:

Field	Description
Query Designer:
User is allowed to access Query Designer	If selected, the user is permitted to access Query Designer, the visual tool used for designing and maintaining queries. Note: The user must also be licensed to Query Designer.
User is allowed to access Query Exchange	If selected, the user is permitted to access Query Exchange, the online query depository used for publishing and downloading queries. Note: The user must also be licensed to Query or Query Designer.
User is allowed auto-retrieve missing queries from Query Exchange	If selected, the system launches Query Exchange, to find a query if it is missing from Query Designer. The query is not downloaded, but only used for processing. Note: The user must also be licensed to Query.
User is allowed to execute SAP Queries (SQ00)	If selected, the user is permitted to execute SAP queries built in Excel, with Spreadsheet Server query formulas. Note: The user must also be licensed to Query.
User is allowed to execute Stored Procedures	If selected, the user is permitted to execute stored procedures in ad hoc queries, Designer GLs and Query Designer queries (`GEXQ`, `GEXD`, `GEXS`, or `GEXI` formulas, or subqueries). Note: When executing a stored procedure, JD Edwards security is not applied.
Use Query Designer Object Security	If selected, the list of available standard connections (not host configurations) is enabled, and the administrator may select whether the user is permitted to access tables, views, and/or synonyms, when retrieving a new list of tables in Query Designer, for the associated connection. The available options, tables, views, and synonyms vary based on the selected connection type. If the option is not selected, the user has access to tables, views, and/or synonyms for each connection type.

Use the following table to enter data in the Security > Salesforce tab:

Field	Description
User Name	Specify the user ID to be used to connect to the Salesforce database. If the Prompt for Input option is selected, the value may be left blank.
Password/Confirm Password	Specify the user password. Type the same password again in the associated Confirm Password field. If the Prompt for Input option is selected, the value may be left blank.
Token	Specify the user's required security token when accessing salesforce.com, from outside your company’s trusted networks. If the Prompt for Input option is selected, the value may be left blank.
Prompt for Input	If selected, the user is prompted for sign in data, when connecting.

Use the following table to enter data in the Security > SAP tab:

Field	Description
User is allowed to access Classic Ledgers	If selected, the user is permitted to access classic ledger data (`FI`, `CO`, `COOR`, and `PCA`) in Spreadsheet Server.
User is allowed to access Special Ledgers	If selected, the user is permitted to access special ledger data in Spreadsheet Server.

Use the following table to enter data in the Security > Writeback tab:

Field	Description
User is allowed to writeback Oracle public APIs	If selected, the user is permitted to writeback data from a spreadsheet to an Oracle database, using Oracle public APIs.
User is allowed to maintain Writeback templates	If selected, the user is permitted to maintain writeback templates in the Spreadsheet Server settings. This option is only available if the User is allowed to writeback Oracle public APIs option is selected.
User is allowed to writeback Generic tables	If selected, the user is permitted to writeback data from a spreadsheet to generic tables in a database.
User is allowed to truncate (clear) tables in Generic Writeback	If selected, the user is permitted to truncate (clear) tables during the generic writeback process. This option is only applicable to writebacks using an Oracle or SQL Server connection type, and is only available if the User is allowed to writeback Generic tables option is selected.
User is allowed to writeback JD Edwards	If selected, the user is permitted to writeback data from a spreadsheet to a JD Edwards database, using JD Edwards orchestrations.

Click OK. The system adds the user, and validates the associated license key.
Click Save, then Yes, to push the changes to the network location.

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