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Administrator users can create a non-origin user if Origin Integration is disabled on Company Configuration screen.
Here are the steps on how to create a new user:
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NOTE: Make sure origin integration is disabled on Company Configuration, otherwise, creation of new users will not be allowed.
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 Users
- On Search User Entity screen, click New button. Create New Entity screen will appear
- Enter user details (Name, Contact, Email, Phone, Address and Zip/Postal). Then click Add button.
Optionally, user may skip this part and click click Close button button to move to User Entity screen. - All information entered in Create New Entity screen will be carried over to User Entity screen.
Click the User tab and fill in necessary information. Make sure all required fields are filled properly.
Expand title Required fields Entity tab:
1. Name
2. Contact Name
3. Location Name
4. Timezone
User tab:
5. Username
6. Password
7. User Role
8. Security Policy
- Click the Save button. New user will be created.
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Here are the steps on how to create a new user:
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Here are the steps on how to create a new user:
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