Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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Checklist: Adding a new user
To add a user, follow these steps:
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Create a contact record for the user.
Caution You cannot create an operator without a contact Id.
- Create an operator record for the user.
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Select security settings for the user.
Do one of the following:
- Select a user role, which includes predefined application profiles and capability words.
- Select application profiles and capability words, which lets you manually select security settings for each application.
- Create a startup menu for the user.
- Create a menu record for the user.
Related topics
Adding users
Controlling user access and security
Creating operator records
Defining named users
Operator passwords
Operator records
Operator templates