Create Users

Use the User Profile maintenance screen to create new users and to edit permissions for existing users.

Pre-Requisites

1. Company

2. Division

Step-by-Step Guide

1. Access the Master module.
   
   

   Open

   

2. Click Security.
   
   

   Open

   

    

3. Click User Profile.
   
   

4. Click Add.
   
   

5. On the User Information tab, enter a User Name, First Name and Last Name.
   Note: If connecting to Active Directory for authentication, this value must match the Active Directory User Name.
   
   

    

6. The Reset Password checkbox will be checked by default. When this box is checked, the user's password will match their User Name (don’t forget Capitalization!). The first time the user logs in with this box checked they will be prompted to change their password to something only they know.
   
   

7. If the user is to be a system admin, then select Yes button for Admin.
   
   

8. Status will default to A for Active. Change to I for Inactive if user will be activated later.
   
   

9. Under Module Access, check modules that this user will have access to.
   

10. Click the Module Permissions tab.
    
    

11. 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.
    
    NOTE: It is often easier to manage permissions by use of User Groups.
    
    

12. Click the Company / Division Permissions tab.
    
    

     

13. Check the Grant Access option for desired Division permissions. 
    
    

14. Check the Default checkbox for one of the Divisions that you have granted permissions for.
    
    

15. Click Save.