
500-9041 v4.1
Welcome Report Control Admin
Sys Config
Tech-Ref
153
and select
Add Account Folder
. Then, type
the desired name, and press
Enter
.
Adding a New Account
Let's suppose you want to add a new account
"Site ABC" in a folder called "Remote Sites".
Click
[Account Folders]
in the 'tree', right-
click the desired folder for the new account,
and select
Add Account
. Then, type the
desired name, and press
Enter
.
Tip:
There are numerous items that can be set up
for each account. For a suggested procedure,
refer to "Setting up a New System
(Commissioning)".
Moving an Account (or Folder) Into a
Different Location
Accounts and account folders can be moved
as desired using the familiar drag-and-drop
approach: Click
[Account Folders]
in the
'tree'. Then, locate the desired account or
folder, and use your mouse to drag the item
into the desired location.
Note:
The target folder may not be highlighted. Simply
'drop' the item when the mouse cursor is on top of the
desired folder.
Multi-Account Systems: If you need to
Delete an Account (or Account Folder)
Before deleting an account, first check to
ensure that it is not assigned to any operators:
Select
[Management]
in the tree, open the
Operator
branch, and select
Operator
. Then,
use the
Grid
/
Form
toolbar-button to switch to
'grid' view, and scroll through the operator list,
checking the "Account" and "Monitor Account"
columns for the specific one. Be sure to reset
any as needed as you go along (click
[...]
).
Note:
To allow deleting an account
folder
, you must
ensure that it is not assigned within any operator-
permissions screens.
-------------------------
Then, click
[Account Folders]
in the 'tree',
and locate your desired account (or folder).
Now, right-click the account or folder and
select
Delete
. When asked to confirm, read
the warning message. Choose
Yes
only if you
are certain you are not deleting an active
account.
[Account Folders]
(in the 'tree')
After Right-Clicking within the 'Account
Folder' Portion of the Tree
(applicable topics)
- Add Account Folder:
Select this to add a new
folder for organizing your accounts.
- Add Account:
Select this to add a new
account.
- Show Accounts in Tree:
Shows (
) or hides
accounts in the tree window.
- Expand All Branches:
Shows all account
folders in the tree.
- Collapse All Branches:
Hides / closes all
account folders in the tree (except for the
highest-level / root folder).
After Right-Clicking within the Account /
Group Selection Window
(Middle of Screen)
- Open:
Opens a selected account or folder (i.e.,
the item that you right-clicked).
- Show all Accounts under this Node:
Shows
all accounts within the selected folder—including
all sub-folders, as if all of these accounts were in
the 'root' of the selected folder.
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