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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:

...

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:

  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 Removed

  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 Added

  4. Enter user details (Name, Contact, Email, Phone, Address and Zip/Postal). 
    Image Added

    FieldDescription
    NameName of user entity
    ContactDefault contact name
    PhonePhone number of default contact
    Search Address

...

  1. Enter 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 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
  3. All information entered in Create New Entity screen will be carried over to User Entity screen. 
    Image Added

  4. Click the User tab and fill in necessary information. Make sure all required fields are filled properly.
    Image Added

    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

  5. 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
    Image Added
  4. Enter user details (Name, Contact, Email, Phone, Address and Zip

...

  1. /Postal). Then

...

  1. click Add button. 
    Image Added
    Optionally, user may skip this part and

...

  1. click Close button to move to User Entity screen.
  2. All information entered in Create New Entity screen will be carried over to User Entity screen. 
    Image Added

  3. Click the User tab and fill in necessary information. Make sure all required fields are filled properly.
    Image Added

    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

  4. Click the Save button. New user will be created.
Expand
title16.1

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 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 Modified
  5. All information entered

...

  1. in Create New Entity

...

  1.  screen will be carried over

...

  1. to User Entity

...

  1.  screen then fill all other information. 
    Image Modified

...

  1. Click 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. Timezone

    User tab:

    5. Username

    6. Password 

    7. Default Role

...

  1. Click Save button. New user will be created:
Expand
title15.4

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. Fill all other information. Click User tab and fill in necessary information. Make sure all required fields are filled properly.

Expand
title15.3

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

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 Users screen, click New toolbar button. Create New User screen will appear
    Image Added
  4. Enter user details (Username, Password, Confirm Password, Full Name and Email). Then click OK toolbar button.
    Image Added
  5. Click Save toolbar button. New user will be created:
    Image Added
Expand
title15.2

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 User Security
  3. On Search User Security screen, click New toolbar button. Create New User screen will appear
    Image Added
  4. Enter user details (Username, Password, Confirm Password, Full Name and Email). Then click OK toolbar button.
    Image Added
  5. Click Save toolbar button. New user will be created:
    Image Added
Expand
title15.1

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 Admin folder then select and double click User Security
    Image Added
  3. On Search User Security screen, click New toolbar button. Create New User screen will appear
    Image Added
  4. Enter user details (Username, Password, Confirm Password, Full Name and Email). Then click OK toolbar button.
    Image Added
  5. Click Save toolbar button. New user will be created:
    Image Added