Setting Up Users (2024)

Modified on Fri, 6 Sep at 2:49 PM

For a video tutorial on how to set up users in the P11D Organiser please click on the link below:

User Overview

Once the P11D Organiser is installed, you need to set up any potential users of the system. There are two types of account:

User Type	Function
ADMIN	There is always an ADMIN user on every system. This user has the rights to create other users and manage global security settings. The ADMIN user should NOT be used to enter employee data and submit information.
General Users	These are set up by the ADMIN user and are the general accounts that are used to enter and manage data in the P11D Organiser. A general user can be assigned differing ‘roles’ within the system to suit the user’s needs.

There is a more detailed explanation on managing users and setting security in this article: Adding Users, The Admin User and System Security.

Adding the ADMIN User

On a freshly installed system, you will first need to create the ADMIN user, this account can then be used to create other users. You will have been given a ‘First Time Password’ in your new customer mail – this will be used to create the ADMIN user and can only be used on a blank (new) system.

On the login screen, enter ADMIN in the email address field and the password you were supplied in the password field and click Logon.

You will then be taken to a screen that allows you to set the password for the ADMIN user. Please note that the security restrictions on the password are shown in red, as you match the conditions, they will turn blue.

Once complete, click OK to open the list of users, which will only show the ADMIN user at this point.

Adding General Users

Now that the ADMIN user has been created, you can got through the process of adding any other general users of the system. Click the Add button in the lower left, and you will be presented with the user creation screen:

Enter a ‘friendly name’ for the user (this will only be used to identify them in the list, followed by the email address of the new user (which will be used for them to logon). By default the system will have highlighted the User must change password at next logon option, meaning you will supply the user the password you create, and they will change that on first use.

It is at this point you can also choose the privileges of the user with the boxes in the lower right:

Option	Facility
HMRC Filing	Gives the other option to send information to HMRC such as end of year and P46(car)
User Administrator	Allows the user to enter this user admin screen from their own account, meaning they don’t need full admin rights
System Administrator	This will enable the Admin menu in the standard software, allowing the ability to back up and restore and run diagnostics.
Software Update	Allows the users to initiate an update to the P11D Organiser without needing to consult the ADMIN user.

Once the selections have been made, click the OK button, and you will be presented with a dialogue letting you know that a password needs to be set for the new user.

Click OK, enter the required password and click OK again. You will then be returned to the list of users with your new entry added.

You can repeat this process for any other prospective users.