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4. Type in the new Login (User) Name (8 characters maximum, no spaces, each name must be unique). This is the name the user must enter when logging in to CDS.


To setup and maintain security for the database after creating new users, refer to the CDS Help system topic About the User Profile.

  • 5.

    Enter the new user’s E-mail address.

  • 6.

    Click the OK button to save the new user and close the User Profile dialog box.

  • 7.

    The new user's name will display on the Database Users list. Repeat Steps 3-6 to create additional

users, as needed. When this process is complete, click the Close button to close this dialog box. Next Steps

  • Install CDS on the other workstations licensed to access CDS, as described in the previous chapters.

  • Use the CDS Help system for instruction and complete documentation.

Enable the Optional Modules

Any purchased Optional Modules (e.g., Investment, Transaction Download, etc.) must be enabled on the workstations of the users who require them. Ensure that these optional modules are only enabled for the appropriate users if the number of basic user licenses purchased exceeds the number of optional modules licenses purchased for the office.

License Information To verify the number of licenses purchased for CDS and the optional modules, continue as follows:

1. From the Help menu, select About Client Data System to open the About Client Data System dialog box.

  • 2.

    Click the More Info button to open the Control Information for Client Data System dialog box.

  • 3.

    In the Control Information for Client Data System dialog box, click the Modules button.

Client Data System® v4.3 - Installation Guide for Workstations Revised: 10-11-04 Page 10

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