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 folder then click Users 
  3. On Search User Entity screen, click New button. Create New Entity screen will appear
    Image RemovedImage Added
  4. Enter user details (Name, Contact, Email, Phone, Address and Zip/Postal). Then click Add button. Optionally, user may skip this part and click Close button to move to User Entity screen.
    Image RemovedImage Added
  5. All information entered in Create New Entity screen will be carried over to User Entity screen :
    Image RemovedFill then fill all other information. 
    Image Added
  6. Click User tab and fill in necessary information. Make sure all required fields are filled properly.
    Image RemovedImage Added

    Expand
    titleRequired fields

    Entity tab:

    1. Name 

    2. Contact Name

    3. Location Name

    4. Timezone

    User tab:

    45. Username

    56. Password 

    67. Default Role

  7. Click Save button. New user will be created:

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

  • Log in as Admin user
  • On user’s menu panel, go to System Manager folder then click User Security
  • On Search User Security screen, click New toolbar button. Create New User screen will appear
    Image Removed
  • Enter user details (Username, Password, Confirm Password, Full Name and Email). Then click OK toolbar button.
    Image Removed
  • Click Save toolbar button. New user will be created:
    Image Removed
    Expand
    title15.34

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

    Note
    Make sure origin integration is disabled on Company Preferences, otherwise, New toolbar button will not appear
    1. Log in as Admin user
    2. On user’s menu panel, go to System Manager folder then click Users 
    3. On Search UsersUser Entity screen, click New toolbar button buttonCreate New User screen Entity screen will appear
      Image RemovedImage Added
    4. Enter user details (UsernameName, Contact, PasswordEmail, Confirm PasswordPhone, Full Name and EmailAddress and Zip/Postal). Then click OK toolbar Add button.
      Image Removed
    5. Click Save toolbar button. New user will be created:
      Image Removed
    Expand
    title15.2
    1. Optionally, user may skip this part and click Close button to move to User Entity screen.
      Image Added
    2. All information entered in Create New Entity screen will be carried over to User Entity screen:
      Image Added
    3. Fill all other information. Click User tab and fill in necessary information. Make sure all required fields are filled properly.
      Image Added