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IMOS On-Prem - Creating a New User

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The information on this page is for IMOS Administrators only.

To create a new user:

  1. On the Security List, click  and then click New User. The IMOS User Properties window appears, with the User tab active.

    Existing or old user accounts cannot be replaced by new user accounts for auditing and security purposes. When a new user is required to replace the existing one, create the new user and inactivate the existing or old one.

  2. On the User tab, enter the following information:

    • User Name: Up to 128 characters.

    • Full Name: The user's full name.

    • Initials: The user's initials.

    • Email: The user's email address.

      The Security Administrator may change a user's Email address by accessing, changing, and then saving it in the user's profile.

    • Phone No.: The user's telephone number.

    • Select any of the following options:

      • Read-Only: Make this a Read-only user.

      • Security Administrator: Make this user a Security Administrator.

        Regardless of group membership, Security Admin configuration will be necessary if the user requires the ability to add/remove and make changes to other users in the Security List.

      • Inactive: Inactivate this user.

      • External Access Only: Prohibit this user from logging in. This user type does not count against your IMOS license.

    • Authentication: Select one of the following:

      • Windows Authentication: If you select this option, IMOS uses Windows login credentials for authentication, and the user does not have to log in a second time with possibly a different user name and password. If the user changes the Windows password, it is also changed here.

      • IMOS Authentication: If you select this option, enter a New Password for the user (at least five characters), and then enter it again to Confirm the password.

  3. To set up group membership for the user, click the Membership tab. It contains a list of groups. Each group name is preceded by a check box.

    1. To add the user to a group or remove the user from a group, click the group's check box.
      = The user is not a member of the group.
      = The user is a member of the group.

      We recommend that you do not assign the Administrator to any groups, but assign all rights individually. As a member of a group, the Administrator might be denied rights if the group has any rights actively denied.

  4. To assign user rights to modules, and/or to adjust user rights inherited from groups, click the Module Rights tab.

    A user's rights include the individual user rights plus the rights from any groups to which the user belongs (see About Groups, Users, and Rights.

    1. Assign module rights by module, by area within a module, or by item within an area.

      • To assign the same rights for the whole module, click the module's check box. To change to a different right, click again. Each time you click, the right changes.
      • To expand the list of areas in a module, click  .
        • To assign the same rights for the whole area, click the area's check box. To change to a different right, click again. Each time you click, the right changes.
        • To expand the list of items in an area, click  .
          • To assign rights for an item, click its check box. To change to a different right, click again. Each time you click, the right changes.
      • To collapse a list, click  .
  5. To assign user rights to objects, and/or to adjust user rights inherited from groups, click the Object Rights tab.
    1. Assign object rights by object type or by individual object. 
      1. To assign the same rights for all objects of an object type, click the object type's check box. To change to a different right, click again. Each time you click, the right changes.
      2. To expand the list of objects of an object type, click  .
        1. To assign rights for an object, click its check box. To change to a different right, click again. Each time you click, the right changes.
      3. To collapse a list, click  .
  6. When you finish creating the user, click OK.

    If you receive an unknown error while trying to save a new user, make sure that you have not exceeded your IMOS user license limit.

Tip

After assigning user rights, print the IMOS Group and User Report from the Security List. It includes the groups and their members, the users and their information and memberships, and the rights of each user and group. You can use it to keep track of rights when assigning them to users

Creating New IMOSlive Users

To create a new IMOSlive user in the Security List, follow the steps below:

  1. Send a request for a new user creation (not a new license) to Veson Nautical Support via the Help Center.
  2. If the request is not for a new license, confirm if one of the existing users can be made Inactive to accommodate the new user. Otherwise, Veson Nautical will charge for an additional license. 
  3. Veson Nautical creates the new user's password and user name and informs all the interested parties. The credentials are sent directly to the new user's email address as an encrypted email.
  4. Create the new user in IMOS in the desired environments, Production and/or Test, following the standard new user creation guidelines.


 Related Configuration Flags
Name/FlagDescription
Enable Company Security
CFGEnableCompanySecurity

Set company-based permissions for each user or group on the Object Rights tab in Security, under Company. Permissions apply where needed to prevent users from editing or seeing various items associated with any restricted companies.

Invoice Approvals by Type
CFGInvoiceApprovalsByType

Specifies whether the control of invoice approval by type is enabled or not; adds an Invoice Approval Types control list to the Object Rights tab in Security, to grant users rights to approve specific types of invoices. On the Approve Invoices List and Transaction Summary, if a user does not have approval rights for an invoice type, the Review link will not be available for those invoices.

Invoice Postings by Type
CFGInvoicePostingsByType

Specifies whether the control of invoice posting by type is enabled or not; adds an Invoice Posting Types control list to the Object Rights tab in Security, to grant users rights to post specific types of invoices. On the Post Invoices List and Transaction Summary, if a user does not have posting rights for an invoice type, the Post link will not be available for those invoices.

Invoice Actualization by Type
CFGInvoiceActualizationByType

Specifies whether the control of invoice actualization by type is enabled or not; adds an Invoice Actualization Types control list to the Object Rights tab in Security, to grant users rights to set specific types of invoices to Actual.

Invoice Reversals by Type
CFGInvoiceReversalsByType

Specifies whether the control of invoice reversal by type is enabled or not. When enabled, on the Object Rights tab in Security, an Invoice Reversal Types control list is added to grant users rights to reverse specific types of invoices.

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