Administrator users can create a non-origin user if Origin Integration is disabled on Company Configuration screen.
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).
Field
Description
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
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.
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.
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 Close 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.
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.
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 Close button to move to User Entity screen.
All information entered in Create New Entity screen will be carried over to User Entity screen then fill all other information.
Click User tab and fill in necessary information. Make sure all required fields are filled properly.
Entity tab:
1. Name
2. Contact Name
3. Location Name
4. Timezone
User tab:
5. Username
6. Password
7. Default Role
Click Save button. New user will be created:
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 Close button to move to User Entity screen.
All information entered in Create New Entity screen will be carried over to User Entity screen:
Fill all other information. Click User tab and fill in necessary information. Make sure all required fields are filled properly.
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
Log in as Admin user
On user’s menu panel, go to System Manager folder then click Users
On Search Users screen, click New toolbar button. Create New User screen will appear
Enter user details (Username, Password, Confirm Password, Full Name and Email). Then click OK toolbar button.
Click Save toolbar button. New user will be created:
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 User Security
On Search User Security screen, click New toolbar button. Create New User screen will appear
Enter user details (Username, Password, Confirm Password, Full Name and Email). Then click OK toolbar button.
Click Save toolbar button. New user will be created:
Here are the steps on how to create a new user:
Log in as admin user
On user’s menu panel, go to Admin folder then select and double click User Security
On Search User Security screen, click New toolbar button. Create New User screen will appear
Enter user details (Username, Password, Confirm Password, Full Name and Email). Then click OK toolbar button.
Click Save toolbar button. New user will be created: