• Only Admin user can import origin user roles to i21 company.
  • Make sure Origin Integration is enabled on Company Configuration.

 

  1. Log in as Admin user
  2. On user’s menu panel, go to System Manager menu 
  3. Open Imports and Conversions menu under Utilities group
  4. On Imports and Conversions screen, click Import Origin User Roles button to open Import User Roles screen
  5. Select a role from the list then click Import toolbar button
  6. Click Yes button on confirmation message

    This message will show when importing is successful
  7. To confirm role has been imported, go to System Manager > User Roles. Imported Origin user role record should be in the list.

 (info) If Origin Integration is disabled on Company Configuration, this message will appear:

 

  1. Log in as Admin user
  2. On user’s menu panel, go to System Manager folder then click Utilities folder
  3. Click Origin Conversions menu to open
  4. On Origin Conversions screen, click Import Origin User Roles button to open Import User Roles screen
  5. Select a role from the list then click Import toolbar button
  6. Click Yes button on confirmation message

    This message will show when importing is successful
  7. To confirm role has been imported, go to System Manager > User Roles. Imported Origin user role record should be in the list.

 (info) If Origin Integration is disabled on Company Configuration, this message will appear:

  1. Log in as Admin user
  2. On user’s menu panel, go to System Manager folder then click Utilities folder
  3. Click Origin Conversions menu to open
  4. On Origin Conversions screen, click Import Origin User Roles button to open Import User Roles screen
  5. Select a role from the list then click Import toolbar button
  6. Click Yes button on confirmation message

    This message will show when importing is successful
  7. To confirm role has been imported, go to System Manager > User Roles. Imported Origin user role record should be in the list.

 (info) If Origin Integration is disabled on Company Configuration, this message will appear:

  1. Log in as Admin user
  2. On user’s menu panel, go to System Manager folder then click Utilities folder
  3. Select and open Origin Conversions menu
  4. Click Import Origin User Roles button. Import User Roles screen will appear.
  5. Select a role from the list then click Import toolbar button
  6. Click Yes button on confirmation message

    This message will show when importing is successful
  7. To confirm role has been imported, go to System Manager > User Roles. Imported Origin user role record should be in the list.

 

 

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