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- Access the Master module.
- Click Security.
- Click User Profile.
- Click Add.
- Enter a User Name.
Note: If connecting to Active Directory, this value must match the Active Directory User Name. - Enter a First Name.
- Enter a Last Name.
- Under Module Access, check any desired options.
- Click the Module Permissions tab.
- Using the different Module Tab's (Inventory, Ledger, Logistics, Master, Orders, etc...) check the Grant Access option for desired function permissions.
Optional: Click the Check All button to give the user access to all functions within that Module. - Click the Company / Division Permissions tab.
- Check the Grant Access option for desired division Division permissions.
- Check the Default checkbox for one of the Divisions that you have granted permissions for.
- Click Save.