The Associates keeps all of the users of the system.

Label	Type	Meaning
Name:	Name	The name of the Associate
Nickname:	Text	The nickname of the Associate.  This is used to login into the system, and everywhere that the associate is referenced
Pwd:	Text	The password for the Associate
Type:	Text	The type of the Associate.  used in Week @ a Glance
CC:	Link/Associate	The associate to "carbon copy" in all items for the Associate
ZIP:	ZIP Code	ZIP Code to be used as the location of the Associate
Status:	Choice	The status of the entry: Active The associate is allowed to log in Inactive The associate cannot log in
Privileges:	Text	The privileges allowed for the associate.  See Privileges Defined section below.
	Button	Sets the privilege level for pre-defined privileges
MRU:	Integer	The number of entries in the Menu Bar

 

Label	Type	Meaning
Signature:	Text	The text to be used as the signature of the Associate in Merged Documents
Title:	Text	The title or position of the Associate
Signs For:	Link/Associate	The Associate nickname to be used as the signature in Merged Documents
Signature Block:	Text Block	A formatted text or graphics to be used as the signature of the Associate in Merged Documents

 

Label	Type	Meaning
Availability:	Date/Time Grid	The days and hours that the Associate is available

 

Label	Type	Meaning
EMail Name:	Text	The name in the e-mail system
EMail Pwd:	Text	The password in the e-mail system
EMail Svr:	Text	The server IP address or URL
EMail Addr:	Text	The associated e-mail address
SMS:	Text	The SMS id for the associate (see Offline ID Options)

 

Label	Type	Meaning
MS Logon:	Text	The MS Logon that the associate will be logged in under
Machine ID:	Text	The computer name that holds the MS Outlook database
Interval:	Text	How often, in minutes, is the synchronization to take place
TTD:	Check Box	True if the associates Things To Do are to be synchronized
Appt:	Check Box	True if the associates Appointments are to be synchronized
Phone:	Check Box	True if the associates Phone Messages are to be synchronized
PDA ID:	Text	The ID of the PDA that the associate uses

 

Privileges Defined

Privileges are defined as sets of words, separated by spaces.  Each word is made up of two portions, the first portion defines the dataset, and the second defines the options available to the Associate, for example:

Sample	Meaning
PH.av	The associate can add and view phone messages
AP.*	The associate has full access to appointments
*.v	The associate can view all datasets
TT.	The Associate has no access to things to do

The system first looks for a dataset specific option, and if none is defined it will use the global (*.) definition:

*.av TT. AP.*

tells the system that the Associate has no access to things to do, full access to appointments, and add/view only otherwise.

The definitions used in building privileges are:

Dataset	Code
Address Book	AD
Appointments	AP
Associates	AS
Documents	WR
Forms	FO
Notes	NO
Office Memos	ME
Phone Messages	PH
Things To Do	TT
Tools	TO
Work Product (Cases, Orders)	WP
Billing	BI
All	*

and

Option	Code
Add	a
View	v
Delete	d
Tools	t
Reports	r
	b
Manager	g