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
![](/download/attachments/17301811/image2017-7-3%2013%3A17%3A11.png?version=1&modificationDate=1499059038377&api=v2&effects=border-simple,shadow-kn) Enter user details (Name, Contact, Email, Phone, Address and Zip/Postal).
![](/download/attachments/17301811/image2017-7-3%2013%3A53%3A21.png?version=1&modificationDate=1499061208343&api=v2&effects=border-simple,shadow-kn) Field | Description |
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Name | Name of user entity | Contact | Default contact name | Phone | Phone number of default contact | Search Address | Enter partial or full address then select from the result, the following fields will automatically be filled: City, State, Zip/Postal, Country, Time Zone | Person | If checked, the entity is a person If unchecked, the entity is a company |
- 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
- If there is no duplicate or you still want to create the entity, click the Add button
- Otherwise, you can merge existing entities. See How to Merge Duplicate Entities for the instructions
- All information entered in Create New Entity screen will be carried over to User Entity screen.
![](/download/attachments/17301811/image2017-7-3%2014%3A4%3A14.png?version=1&modificationDate=1499061862170&api=v2&effects=border-simple,shadow-kn) Click the User tab and fill in necessary information. Make sure all required fields are filled properly.
![](/download/attachments/17301811/image2017-7-3%2014%3A15%3A53.png?version=1&modificationDate=1499062561200&api=v2&effects=border-simple,shadow-kn) Expand |
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| Entity tab: 1. Name 2. Contact Name 3. Location Name 4. Email 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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