Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  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
    Image Added
  5. Select a role from the list then click Import toolbar button
    Image Added
  6. Click Yes button on confirmation message
    Image Added
    This message will show when importing is successful
    Image Added
  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:

Image Added

 

Expand
title17.x
  1. Log in as Admin user
  2. On user’s menu panel, go to System Manager folder then click Utilities folder

...

  1. Click Origin Conversions

...

  1.  menu to open
  2. On Origin Conversions screen, click Import Origin User Roles button to open Import User Roles screen
    Image Modified
  3. Select a role from the list then

...

  1. click Import

...

  1.  toolbar button
    Image Modified

...

  1. Click Yes

...

  1.  button on confirmation message
    Image Modified
    This message will show when importing is successful
    Image Modified
  2. To confirm role has been imported, go to System Manager

...

  1. 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:

Image Modified

Expand
title16.1 & 15.4
  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:

...