How to Add New User through Users screen

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:

Make sure origin integration is disabled on Company Configuration, otherwise, creation of new users will not be allowed.

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 as well as the required fields. Click User tab and fill in necessary information.
Entity tab:
1. Name
2. Contact Name
3. Location Name
User tab:
4. Username
5. Password
6. Default Role
Click Save button. New user will be created:

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:

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