Monthly Archives: August 2012

Creating a Template User Account

GoldMine has a good number of user settings and preferences that are controlled at the user level.  Each user can customize their GoldMine account to meet their own needs, and those settings are available to them from anywhere they log into GoldMine using their login.  However, making sure all users are set up correctly from the beginning can be an important task for GoldMine administrators.  Therefore, we recommend the creation of a TEMPLATE user that can be “Cloned” to help create all future GoldMine users.  If your GoldMine was installed by us, then there’s a pretty good chance that we already set this up for you.  If not, here’s all you need to do:

1.  Tools | User’s Settings…  (for CE and SE: File | Configure | User’s Settings…
2.  Click the New button.Creating_a_Template_User_Account_013.  Configure the various tabs (Membership, Access, Menu, etc.

See our post on creating Menu Security
GoldMine Menu Security

4.  Click OK to create the user.
5.  With the user now created, click on the Preferences button to configure those.

If you don’t already have a TEMPLATE user, you might consider Cloning an existing user to get your TEMPLATE user started… just be sure to go through all the settings carefully.

Once your TEMPLATE user is ready, simply right-click the account and select the Clone… option from the right-click menu.


That’s all there is to it!
Enjoy and Happy GoldMining!!


Let Your Voice Be Heard

You’ve likely heard by now there have been many recent changes at GoldMine.  If you haven’t seen the new site, I invite you to take a peek  Those changes span all areas – management, sales, support, and most notably… development.  That of course begs the question… “How does that affect the product and most importantly, how does that affect me?”  Well, GoldMine wants to give you the opportunity to help make some of those decisions.   Let_Your_Voice_Be_Heard_01

Vote for your favorite GoldMine feature, give feedback on existing ideas, or add your own idea to the list for others to vote on.


Hope you find this of value!
Enjoy and Happy GoldMining!!