Creating a Template User Account

GoldMine has a good number of user settings and preferences that are controlled at the user level.  Each user can customize their GoldMine account to meet their own needs, and those settings are available to them from anywhere they log into GoldMine using their login.  However, making sure all users are set up correctly from the beginning can be an important task for GoldMine administrators.  Therefore, we recommend the creation of a TEMPLATE user that can be “Cloned” to help create all future GoldMine users.  If your GoldMine was installed by us, then there’s a pretty good chance that we already set this up for you.  If not, here’s all you need to do:

1.  Tools | User’s Settings…  (for CE and SE: File | Configure | User’s Settings…
2.  Click the New button.Creating_a_Template_User_Account_013.  Configure the various tabs (Membership, Access, Menu, etc.

See our post on creating Menu Security
GoldMine Menu Security

4.  Click OK to create the user.
5.  With the user now created, click on the Preferences button to configure those.

If you don’t already have a TEMPLATE user, you might consider Cloning an existing user to get your TEMPLATE user started… just be sure to go through all the settings carefully.

Once your TEMPLATE user is ready, simply right-click the account and select the Clone… option from the right-click menu.


That’s all there is to it!
Enjoy and Happy GoldMining!!



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