How do I add a new user to CFPwinMan SDB?

Chris Horroll
Chris Horroll
  • Updated

If you need to add new users to your database, they can be added in User Defaults.


You will need access to User Defaults, Passwords, and the person adding the user will need to determine what access permissions they will have. Therefore, we recommend this is performed by a Manager or System Administrator

  1. Click Defaults on the main toolbar
  2. Click User Defaults on the dropdown menu
  3. Click on Passwords
  4. Click on Add New User
  5. Within the Details tab,
    1. Type the new users Name, Position and Email Address
    2. Add their Contact Phone details if required
    3. Add their Log In Initials


      Please refrain from using any characters other than letters. There are some combinations of letters that CFP won’t accept as it reads them as SQP code

    4. If you have a Signature image, click the ... (three dots) and browse to the location where it's stored, to add it
  6. Within the Security tab, you'll need to set your new user's access permissions
    1. If you have Roles set up, you can select the Role determining their permissions.
      Alternatively, you can Tag All to give them access to everything, or you can Tag All and then Untick the areas you don’t want them to have access to – for example, not all users may have access to Defaults

       Best practice

      We recommend that only the System Administrator has access to Auto Update Installation at the top of the grid, so it's best to keep this unticked

    2. If there is a tick in the Inc column, the user will have access to this section
    3. At the top of the grid, you can also set some items as Read Only so the user can see them but not amend them
  7. Within the Diary tab, you can set the user’s Diary Colour and determine which Diary Groups they are able to access
  8. Once complete, click Save & Exit
    1. When saving, if you haven't created or added a role, it will prompt asking if you want to do this. You can add a new role, or cancel this option
  9. You will be asked to enter a temporary password for your new user. Once done, click OK

When your new user logs in, they should be prompted to change their password to something more secure and meaningful to them.

New Users with Multi Office

If you have Multi Office activated, you will also need to follow these additional steps:

  1. Click Defaults on the main toolbar
  2. Click User Defaults from the dropdown menu
  3. Click on Passwords
  4. Click on Multi Office Settings
  5. Find the new user you have added and click on their name
  6. Click on Add Branch/Group and click on the branch that will be their Head/Main branch, then tick Main Branch and Default View
  7. You can then repeat this process and add whichever branches the user needs to access. You can determine if it is in their Default View (they will always see it when logged in), Read Only (so they can only view records and not amend them) or their Main Branch (they can only have one main branch but you can change this)
  8. If you would like a user to be able to View Related Information Forms (e.g. if they are looking at a Landlord record in a branch, and the Property is set up for a different branch, they could still see the Property record) then tick this option in the bottom left


Once set up, if the new user cannot see records they need to see, you may need to amend the branch settings