How do I change the security settings in Yearli Desktop?

Enabling Security

  1. Click on the Security drop down menu at the top of the main Yearli screen.
  2. Choose Enable Security...
  3. Click Next.
  4. Choose a User ID for the administrator account, or use the default of "Administrator". The first account created must be the administrator account. There will need to be at least one administrator account.
  5. Enter a password for the administrator account. The password must meet the following requirements:
    • Must contain at least one uppercase letter (A-Z).
    • Must contain at least one lowercase letter (a-z).
    • Must contain one digit (0-9).
    • Must be at least 10 characters.
    • Cannot exceed 128 characters.
  6. To force the password to be changed at the next login, check the Force Password Change at Next Login checkbox. 
  7. Enter the employee's name.
  8. Click Next.
  9. Choose the minimum password length from the drop down menu.
  10. Check the Force Users to Change Password Every checkbox to require users to change their password after a certain number of days. Choose the number of days from the drop down menu.
  11. Check the Remember User ID at Login checkbox to automatically populate the User ID field when logging into the program.
  12. Click Finish.

Adding Users

  1. Open the Yearli software.
  2. Log into the software using an account with administrator rights in Yearli.
  3. Click on the Security drop down menu at the top of the main Yearli screen.
  4. Choose Manage Users Accounts...
  5. Click the Add button on the right side of the window.
  6. Enter the user's User ID and password. The password must meet the following requirements:
    • Must contain at least one uppercase letter (A-Z).
    • Must contain at least one lowercase letter (a-z).
    • Must contain one digit (0-9).
    • Must be at least 10 characters.
    • Cannot exceed 128 characters.
  7. To force the password to be changed at the next login, check the Force Password Change at Next Login checkbox. 
  8. Enter the employee's name and user description.
  9. Check the Account is Enabled box to enable the account. To disable the account but retain the information entered, uncheck the Account is Enabled box.
  10. Set the user's permissions. Check the box next to each portion of the software the user will have access to.
  11. Click Save on the right.
  12. Click Add to add another user, or OK to close the window.

Editing Users

  1. Open the Yearli software.
  2. Log into the software using an account with administrator rights in Yearli.
  3. Click on the Security drop down menu at the top of the main Yearli screen.
  4. Choose Manage User Accounts...
  5. Highlight the user to be edited.
  6. Click the Edit button on the right side of the window.
  7. Make the applicable changes.
  8. To change the user's password, check the Change Password checkbox and enter a new password for the user. The user's old password will not need to be entered to change the password.
  9. Check the Account is Enabled box to enable a disabled account. To disable the account but retain the information entered, uncheck the Account is Enabled box.
  10. Click Save to save changes.

Security Settings

  1. Open the Yearli software.
  2. Log into the software using an account with administrator rights in Yearli.
  3. Click on the Security drop down menu at the top of the main Yearli screen.
  4. Choose Settings...
  5. Choose the minimum password length from the drop down menu.
  6. Check the Force Users to Change Password Every checkbox to require users to change their password after a certain number of days. Choose the number of days from the drop down menu.
  7. Check the Remember User ID at Login checkbox to automatically populate the User ID field when logging into the program.
  8. Click OK.

User Access Report

  1. Open the Yearli software.
  2. Log into the software using an account with administrator rights in Yearli.
  3. Click on the Security drop-down menu at the top of the main Yearli screen.
  4. Choose User Access Report...
  5. Select the users whose access levels you would like to print. To select multiple users, press and hold the Shift or Ctrl key and click in the gray grid area on the left of the User ID for each user you wish to select. All users can be selected by checking the Select All Users option.
  6. Click Print. 

Disable Security

  1. Open the Yearli software.
  2. Log into the software using an account with administrator rights in Yearli.
  3. Click on the Security drop-down menu at the top of the main Yearli screen.
  4. Choose Disable Security...
  5. Click Yes.
Was this article helpful?
0 out of 0 found this helpful