Do I need to create a user account for everyone using the software?

You may want to create an account for every individual who accesses Youmehub’s database file or you may want to create a small number of accounts that are shared among many individuals, such as a ‘Marketing’ account and a ‘Sales’ account.

• Create accounts for individuals when it is necessary to verify the identities of particular users and when you want to manage access at an individual level.
• Create shared accounts when you want fewer accounts to maintain and you are less concerned about managing individual access to the database file.

Privilege sets
A privilege set specifies a level of access to Youmehub’s database file. Youmehub contains two privilege sets for access levels; Admin, and Standard. In most cases use the Standard privilege set unless you want that user to be able to approve time sheets, expense sheets and have access to Youmehub’s system preferences.

Access
Access allows you to restrict user accounts from certain modules. For example, you may want to restrict a user from accessing company finance data such as sales and purchasing information. In this case you can uncheck the sales and purchasing check boxes.

Add a new user account
To add a new user account:
1. Choose Youmehub > Youmehub Preferences or click the Preferences button in the menu bar.
2. Select the Accounts tab.
3. Click the New Account button. In the new account window complete the fields for full name, account name, initials, privilege set, password, access, signature and hourly rates.
4. Click Create Account.

Deactivate a user account
To deactivate a user account:
1. Choose Youmehub > Youmehub Preferences or click the preferences button in the menu bar.
2. Select the Accounts tab.
3. Select the account from the list.
4. In the Edit Account window click the Deactivate Account button.
5. Click OK.

Remove a user account
To remove a user account:
1. Choose Youmehub > Youmehub Preferences or click the preferences button in the menu bar.
2. Click the red Delete button in the accounts list.
Warning: Deleting user accounts can’t be undone!