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.
   
   
2. Click Security.
   
   
3. Click User Profile.
   
   
4. Click Add.
   
   
5. Enter a User Name.
   Note: If connecting to Active Directory, this value must match the Active Directory User Name.
   
   
6. Enter a First Name.
   
   
7. Enter a Last Name.
   
   
8. Under Module Access, check any desired options.
   
   
9. Click the Module Permissions tab.
   
   
10. 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.
    
    
11. Click the Company / Division Permissions tab.
    
    
12. Check the Grant Access option for desired Division permissions. 
    
    
13. Check the Default checkbox for one of the Divisions that you have granted permissions for.
    
    
14. Click Save.