Page History
...
- 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, Location, Email, Phone, Addressand Zip/Postal, Organization and Line of Business).
Field Description Name Name of user entity Contact Default contact name Location Default location 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 Organization Person - Name will be automatically copied to Contact and Location Company - Contact and Location will be different from the name 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.
- Click the User tab and fill in necessary information. Make sure all required fields are filled properly.
expandtitle Required fields on Entity tab:- Name
- Contact Name
- Location Name
- Email
- Username
- Password
- User Role
- Security Policy
- Click the Save button. New user will be created.
Notes:
- 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.
- 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 | |||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| |||||||||||||||||
Here are the steps on how to create a new user:
|
Expand | |||||
---|---|---|---|---|---|
| |||||
Here are the steps on how to create a new user:
|
...