Add User Options and Manage Profiles

The “Admin” login, and profiles with “Power User” permission, can create and manage user profiles. For larger organizations, this is helpful for managing access to various components within the programs, as well as managing the security of the data.

Add New User Profile

Log in as Admin

Select Tools from the top menu bar

Select User Options

Select Add/Edit [program] Users...

Select the Add User button

Use the drop-down menus under the Permissions column to set permissions for each Module

You can check the Power User if you wish to give the user full permissions to all modules as well as Administrator privileges.

Only Admin login and profiles with Power User privileges are able to add user or update user settings. Only Admin login and profiles with Power User privileges are able to import data and migrate the database.

Complete the desired fields

User Name field is required

Select the Save button

Manage User Options

Log in as Admin

Select Tools from the top menu bar

Select User Options

Select Add/Edit [program] Users...

From the Selected User panel, select on the desired user name you wish to edit

Once selected, a user can be deleted, have their password reset, or permissions changed

A reset password defaults the password to match the user name.

Select the Save button to save any changes, or Cancel to discard changes.

Delete User Profiles

To delete a user, select Tools from the top menu bar.

Select User Options

Select Add/Edit [program] Users... The Add/Edit Roadsoft User form will appear

In the Users field, highlight the name of the user you want to delete

Select the Delete User button, and then select Yes at the Delete Roadsoft User prompt.

Deleting a User cannot be undone – all user settings will be removed.

Enable & Disable Password Rules

For agencies concerned with password security, Roadsoft includes a Password Rule feature. Once enabled, the password rules set a minimum character length, password expiration, limit to use of standard characters (no tabs, etc.), and password reuse freeze. Once the Password Rule feature is enabled, the default “admin” password and any other user profile passwords that do not fit the criteria are longer usable and must be changed to fit the Password Rule criteria. Roadsoft will prompt for a password change at the time of login.

To enable or disable the Password Rules feature, select Tools from the main menu options

Select Enable Password Rules to set the password criteria requirement.

This option will only appear if the Password Rules feature has been disabled. The Password Rules feature is disabled by default.

Select the OK button to confirm enabling the Password Rules feature.

Select Disable Password Rules to stop the password criteria requirement.

This option will only appear if the Password Rules feature has been enabled.

Select the OK button to confirm disabling the Password Rules feature.

Change Password

A Change Password dialogue box will appear at login when a password has expired, when passwords do not meet Password Rules criteria, and when there is an old password reuse attempt (when creating a new password after expiration).

After reviewing information in the Change Password window, Select the Ok button

The Change Password form appears

Enter a new password in the New Password field

Enter the password a second time the Confirm Password field

Select the OK button