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
- Otherwise, you can merge existing entities. See How to Merge Duplicate Entities for the instructions
- 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.
- Click the Save button. New user will be created.
Notes:
- 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.
- 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.
Overview
Content Tools