Account Maintenance

Create a New Account

Create new Account (advanced)

There are 3 easy ways to create a new account right on the Start Page:

1. "New Account" button on the Search Toolbar

2. In the "File" menu, "New Account"

3. Right click anywhere in the Search Results area - "New Account"

Create a New Account (Advanced)

Using the Create New Account (Advanced) function unlocks some of the power behind DLS IV. You can use this window to link several Customer Accounts together in one "DLS IV Account", you can add several panels to each Customer Account, and you can add all of the communicator modules (and their respective connection types) that are attached to those panels.

Open Account

In order to open an account, you must either double-click on the account name you wish you open, right-click on the account and select 'open', or click the account name to highlight it and select the 'open' button. Selecting the 'Open' function will create a new tab containing all of the information and programming from the selected account.

Delete Account

In order to delete an account you may do one of the following, click on the account to highlight it and press the 'delete' key on your keyboard, right clicking on the account and selecting 'delete', or clicking on the account to highlight it and select the 'delete' button on the toolbar. Doing this will highlight the account in red and mark it for deletion.

In order to completely remove the account you must go to the 'Administrator Tools' tab. Once you are in the administrator tools, you must select 'remove account' and click the refresh button. This will list all of the account currently marked for deletion. You may then check the box for any accounts you wish to permanently remove and select the 'remove' button. This will permanently delete all of the selected accounts. Instead of the remove button you could also press the 'restore' button in order to stop the selected accounts from being deleted.

Save

There are two ways in which to save changes you have made to an account. Once you have made the changes, you can click on the save (looks like a diskette) icon in the toolbar. This will save all changes which have been made. Alternatively, if you close the account tab once changes have been made, you will see a window telling you that changes have been made. This window will ask you whether you wish to save changes or not.

Properties

The Account Properties Window

If you right-click on an account and select properties, or click on the account to highlight it and select the 'properties' button, this will open the account properties window.

This properties window contains many different things to edit:

- You may edit the customer's account name and contact details, as well as adding additional customers or contacts to the account.

- You may edit the Account Group that the account is part of.

- You may add, remove, or edit the panels and module types and versions which are part of the account.

- You may edit the communications options for the account (PC-Link port, phone number and options, etc.)

- There is also a 'comments' section where you can add any additional information you may require.

Account Group Maintenance

What is an Account Group?

In DLS IV, Folders have been replaced by Account Groups to better fit a database backend architecture. Account Groups can be added, deleted and modified via the Account Group Maintenance window. To open the Account Group Maintenance window, go to "File" --> "Account Group Maintenance".

Group Maintenance

The toolbar at the top of the Account Group Maintenance window has the following buttons:

New Group - Click this button to add a new Account Group, or sub-Account Group. Just as folders allow several layers of subfolders, Account Groups allow several layers of sub-Account Groups. Simply select the Account Group and click "New Group". The new Account Group will be added as a sub-Account Group.

Rename - Select an Account Group and click this button to Rename the Account Group

Remove - Click this button to delete/remove an unwanted Account Group. Note that ALL sub-Account Groups will also be removed.

Permissions - Permissions may be applied to each Account Group level. Click this button to launch the Permissions Manager for the selected Account Group. Note that when permissions are applied to an Account Group, those permissions are cascaded down to its sub-Account Groups.

Refresh - Click this button to refresh the list of all Account Groups.