Getting Started – Administrator Notes

This document contains important information to ensure a proper working version of the app.

One person in your company needs to be the administrator. 

The administrator has a few on-going responsibilities, including:

1. Running for the first time. (SECTION 1)

2. Setting up users. (SECTION 2)

3. Backing up (and, if necessary, restoring) the database using the built-in database management facilities. (SECTION 3)

These are important responsibilities. 

Whoever is assigned as administrator must follow the instructions in this document, particular the sections on modifying various settings (administrator password, EMailPath)

Index:

SECTION 1 – Running for the first time – important information

SECTION 2 – Set up users

SECTION 3 – Database management

SECTION 4 – Setting up email users

SECTION 5 – Authority levels

SECTION 1 - RUNNING FOR THE FIRST TIME – IMPORTANT INFORMATION

An administrator must be appointed in your workgroup to handle some basic tasks.

Logging in:

When Qwik is first installed from the web hosting installation, a link in that installation will be clicked and take you to the QwikTEAM start page. For example, after the 1-Click installation in SmarterASP.net has completed, you will click the link to start QwikTEAM:

But thereafter, logging in takes place from the Dalco Tech web site by clicking [Sign in]:

 and following these instructions.

2. Log in as administrator using the user name administrator and password administrator. These are the default settings. 

You cannot change the user name, but be certain to change the password at the first opportunity, as set out next.

3. IMPORTANT: After you log in, we urge you to change your administrator password as soon as possible to prevent others from modifying critical information. To do that:

a. Log in as administrator.

b. Click the Admin button and click it again to enter the Administration module.

c. Select the administrator from the Select the user list.

d. Click [Get the user]

e. The administrator profile will display and will have these settings:

User name: administrator

Password: administrator

f. Change the password. We recommend a password of medium complexity, not one easily figured out by others. For example, a combination of upper and lower-case characters and some numbers, like this:

 PN87eTcb3_

 However, do not forget your password. 

We recommend you use the [Create] function to create a strong password:

g. Change any other information you wish to (First name, etc.)

h. Click [Save changes] to save the new information.

i. WRITE DOWN THE PASSWORD AND MEMORIZE IT. We repeat: WRITE DOWN THE PASSWORD AND MEMORIZE IT.

j. Log out and log in again to test the new password. If the log in fails, open the database, locate the Users table, open the table and return all rows. Locate the administrator row, get the password and WRITE DOWN THE PASSWORD AND MEMORIZE IT.

SECTION 2 – Set up users. More info here.

Click the [User profiles] tab and set up the users for your workgroup. This is a simple task:

a. Click [New user].

b. Enter First name, Last name and choose a security level.

c. Give the user a username (leave it in all lowercase). We suggest that, to start, the user name and password should be the same, a combination of first and last name, like this for Marion Johnstone:

            marionj

d. Enter a charge rate, if applicable.

e. Click [Save changes].

f. Notify the user of their user name and password and tell them how to change the user name and password (it’s the same method you used to change your administrator password).

For more information on user administration, click here.

SECTION 3 – Database management.

The administration module provides its own database management facilities for use in cases where you either don't have a database administration software package or your host provider does not provide sufficient facilities for database management.

The database management functions are part of the Administration section. Click here.

SECTION 4 – Setting up the email account and email users.

You may need to set up email users if they are going to use the built-in email system.

To do that, click here.

SECTION 5 – A note about Authority Levels - click here.