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MONITOR AFx™ Director V4.1 User's Guide

500-9041 v4.1

Accounts and Account Folders

An account represents a site, or collection of

sites that will share a common set of users,

authorities, schedules, etc. In general, this will

typically be a single company or customer.

Account folders, on the other hand, provide a

method for organizing accounts.

Your desired account must be 'opened' in the

tree (double-click) to provide access to

account-specific tasks.

Tip:

Account folders are referenced by "operator

permissions" to determine which accounts will be

available to each operator. Be sure to set up your

folders with this in mind.

Single Account Systems/Licensing: With single-

account licensing, the account/folders 'tree' will NOT

appear.

For systems that support multiple accounts that

presently have only one defined, the "Edit Accounts /

Account Folders" authority determines whether or not

[Account Folders]

will appear in the tree. For details,

refer to "Operator Permissions".

Panels per Account: Each account can include a total

of up to 60 system panels.

Setting Accounts to Appear in the Tree

Account folders appear in the 'tree' (left side of

your screen), while accounts are listed in the

centre portion of the screen, and can optionally

be set to appear in the tree as well.

To set accounts to appear in the 'tree', click

[Account Folders]

in the 'tree'. Then, right-

click within the 'Account Folder' portion of

the tree, and ensure that

Show Accounts in

Tree

is selected.

Tip:

This selection is also available in the

View

menu when you are 'in' the Account Folders portion

of the tree.

Opening an Account, or Switching to a

Different Account

(for Monitoring, Status

& Control, User Admin., etc.)

Click

[Account Folders]

in the 'tree'. Then,

browse through any account folders, and

double-click the desired account (either in the

tree, or the centre portion of the screen).

Your selected account will remain 'open' (e.g., for the

event monitoring window) until you select

[Account

Folders]

[Management]

in the 'tree'.

Single-account license: In this case, account folders

are not shown in the 'tree'. (To access your account,

simply click on your site/account button in the tree.)

Renaming an Account Folder

Let's suppose you'd like to rename the default

account folder as "All Accounts": Click

[Account Folders]

in the 'tree', right-click the

desired folder, and select

Rename

. Then,

type the new name as desired, and press

Enter

Renaming an Account

Accounts can be renamed either in the 'tree',

or in the "Account Information" screen for the

account.

Renaming an account using the tree: Click

[Account Folders]

in the 'tree'. Then, locate

and right-click the specific account in the tree,

and select

Rename

. Now, type the new name

as desired, and press

Enter

Renaming an account through the Account

Information screen : Click

[Account Folders]

in the 'tree'. Then, locate and double-click the

specific account using the 'tree' and/or main

window.

Exception (Single-account licensing):

Click on

[

Your Account

]

in the tree.)

When the Account Information screen

appears, change the name as desired.

Tip:

Your settings will be saved automatically when

you select a different screen or topic.

Adding an Account Folder

Let's suppose you want to add an account

folder called "Remote Sites" under "All

Accounts".

Click

[Account Folders]

in the 'tree', right-

click the desired location for the new folder,

Accounts and Account Folders (Multi-Account Systems)

Account Folders, and account-selection issues pertain only for systems with multi-account licensing (or operators

with the authority to edit account folders). Beginning with V4.0 MONITOR AFx Director, you can use the

Configuration Wizard

to set up a new system. For more information, refer to "New Installation? Try the Wizard!".

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