mkmurray wrote:Danpass did mention he was going off a hopeful assumption that user name and real member name were being tied to such financial transactions.
I think what he's referring to is there is the ability in MLS to connect one's UserID to one's membership record.
Yes and yes. MLS does have the ability to connect the userid and membership record. Hopefully, MLS does record both the userid and the name of the member that is assigned to the userid.
RussellHltn wrote:If the UserID "Financial Clerk" is passed off to a new person, will they re-link that ID to the new membership record? It would be easy to overlook, and then things are attributed to the wrong person.
Of course you link the userid to the new member. It is actually pretty difficult to overlook. When you go into the user properties to have the new user type in their password...
it is fairly obvious that a new member record needs to be assigned if the person sitting there with you is not the person showing in the member field.
In the event that the old financial clerk decides to just give his password to the new financial clerk (We instruct users to never share their password with another person), one of two things would happen. The new user could choose to reset the password...
at which time it should be abundantly clear the correct member name is not showing and hopefully cause him to ask an administrator to fix it. In the event that this does not happen or if the new finance clerk does not choose to change the password, then it would be up to an administrator to discover the situation. An incorrectly assigned userid is very easy to spot...
when viewing the Users section of the System Options. When you click on the userid to fix the problem you get this window
Which lets you correctly assign the member record and also clears out the password fields and requires you to enter a new password.
The reasons I like using this userid naming convention are:
- Simple to maintain. Once you create a userid, the rights for that userid are not very likely to need changing
- We don't need to worry about forgetting to remove someone's access or changing their rights when their calling changes
- The Users System Options page does not get cluttered with names of people who no longer need to be there
Note: The member names that show in the screen shots above are not real names. They are names that are in the sample MLS database.