Using the User QuickStart Wizard

Use this wizard to create and update users and their settings. The created or updated users are available in the Users' Master File (select Tools > Configure > Users' Settings).

Use the following procedure to configure users with the User wizard.

NOTE: Contact your administrator before using this wizard.

1.

Select Tools > Quick Start Wizard.

2.

At the GoldMine QuickStart Wizard dialog box, click the User Wizard button.

3.

The Welcome screen of the QuickStart Wizard: User Settings dialog box opens. Click Next.

4.

At the Username Use this name to log into GoldMine. Identifies the user's activities. accounts dialog box, select either:

○ Create New User. Create a new user.

○ Update Existing User. Select the name of the user you are editing in the drop-down list.

5.

Click Next.

6.

Complete these fields to create or modify the user settings:

○ GoldMine Username. If creating a new user, type the user name (up to 8 characters) in the text box.

○ User's Full Name. Type the first, middle, and last name, as appropriate for your company.

○ GoldMine Password. Type a password the user uses when logging into GoldMine.

The user can change the password on the Personal tab of the Users' Options dialog box.

○ Select Master Rights if you are granting the user unrestricted access to GoldMine features and settings except other users' Personal Contacts and PersonalBase in the InfoCenter A resource used to maintain and display any type of information useful to an organization or an individual. The InfoCenter can archive information in a variety of formats, such as graphics, multimedia files, and program applications. Any of this information can be linked to a Contact Record..

NOTE: Only GoldMine administrators or other authorized individuals should have Master Rights.

7.

Click Finish.

A Quick Wizard message box that acknowledges the user update is successful.