In order for MeyerSoft to set up accounts in your ACT! database which will enable your personnel to log in to ACT! we need the following information for each user:
First Name and Last Name
User Name
This is the name the user will use when prompted to log in to ACT!. This is generally a single name that is easily remembered. For example, if the user's full name is Mary W. Jones, then examples of possible User Names would be "mjones", or MaryJones, or perhaps "mwjones". However, it could just as easily be "Mary Jones" or "Mary W. Jones".
User's Email Address
Security Role
The most common Security Role is "Standard". Other possible Security Roles are "Browse", "Restricted", "Manager" and "Administrator".
Please see Security for a thorough description of each security role.
Phone
This should be the phone number MeyerSoft should use to contact this person during business hours should questions about their user account arise.
Password
This is the password the user will type when prompted for a password as they atttempt to log in to ACT!. It is not case sensitive.
For each person who will be using ACT!, kindly provide this information to MeyerSoft by email using this email address: support@meyersoft.com.