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title17.x

Here are the steps on how to create a new user:

  1. Log in as Admin user
  2. On user’s menu panel, go to System Manager folder then click Users 
  3. On Search User Entity screen, click New button. Create New Entity screen will appear
  4. Enter user details (Name, Contact, Email, Phone, Address and Zip/Postal). 

    FieldDescription
    NameName of user entity
    ContactDefault contact name
    PhonePhone number of default contact
    Search AddressEnter partial or full address then select from the result, the following fields will automatically be filled: City, State, Zip/Postal, Country, Time Zone
    PersonIf checked, the entity is a person If unchecked, the entity is a company
  5. Click Find Duplicates button to open the Duplicate Entities screen. Duplicate Entities screen displays the list of entities that might be a duplicate of the current entity you are creating
    1. If there is no duplicate or you still want to create the entity, click the Add button   
    2. Otherwise, you can merge existing entities. See How to Merge Duplicate Entities for the instructions
  6. All information entered in Create New Entity screen will be carried over to User Entity screen. 
  7. Click the User tab and fill in necessary information. Make sure all required fields are filled properly.

    Expand
    titleRequired fields

    Entity tab:

    1. Name 

    2. Contact Name

    3. Location Name

    4. Email

    User tab:

    5. Username

    6. Password 

    7. User Role

    8. Security Policy

  8. Click the Save button. New user will be created.

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