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:

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 then fill all other information. 
   

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

   Required fields

   Entity tab:

   1. Name 

   2. Contact Name

   3. Location Name

   4. Timezone

   User tab:

   5. Username

   6. Password 

   7. Default Role

7. Click Save button. New user will be created: