Versions Compared

Old Version 11

changes.mady.by.user Beth Dela Paz

Saved on

compared with

New Version Current

changes.mady.by.user Beth Dela Paz

Saved on

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

  4. Enter user details (Name, Contact, Location, Email, Phone, Address, Organization and Line of Business). 
    Image Added

    FieldDescription
    NameName of user entity
    ContactDefault contact name
    LocationDefault location 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
    OrganizationPerson - Name will be automatically copied to Contact and Location Company - Contact and Location will be different from the name
  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. 
    Image Added
  7. Click the User tab and fill in necessary information. Make sure all required fields are filled properly.
    Image Added
    Required fields on Entity tab:
    • Name 
    • Contact Name
    • Location Name
    • Email
    Required fields on User tab:
    • Username
    • Password 
    • User Role
    • Security Policy
  8. Click the Save button. New user will be created.

 

 

Notes:

  1. If the maximum number of users stated in the license has already been reached, this message will appear when trying to save "You have reached the maximum number of allowed users". It will not be allowed to save.
  2. If the maximum number of administrator stated in the license has already been reached, this message will appear when trying to save "Cannot save. Maximum number of allowed Administrators reached.". It will not be allowed to save.


 

Expand
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
    Image Modified

  4. Enter user details (Name, Contact, Email, Phone,

...

  1. Address and

...

  1.  Zip/Postal). 
    Image Modified

    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
  2. Click Find Duplicates button to open

...

  1. the Duplicate Entities

...

  1.  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

...

    1. the Add

...

    1.  button   
    2. Otherwise, you can merge existing entities. See How to Merge Duplicate Entities for the instructions
  2. All information entered

...

  1. in Create New Entity

...

  1.  screen will be carried over

...

  1. to User Entity

...

  1.  screen. 
    Image Modified

  2. Click the User

...

  1.  tab and fill in necessary information. Make sure all required fields are filled properly.
    Image Modified

    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

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

...

Expand
title16.2

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). Then click Add button. 

    Optionally, user may skip this part and click Close button to move to User Entity screen.
  5. All information entered in Create New Entity screen will be carried over to User Entity screen. 

  6. 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. Timezone

    User tab:

    5. Username

    6. Password 

    7. User Role

    8. Security Policy

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

...