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). 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.