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. Click User tab and fill in necessary information. Make sure all required fields are filled properly.
- Click Save button. New user will be created:
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