The Add New User option enables you to create new User records in the database. Perform the following procedure to create a new User record:
- Click
The Users – Add page is displayed.
- Populate the form details as tabulated:
Field | Description |
Fields marked with (*) are mandatory. | |
User ID | Enter the user ID in the User ID field. |
First name | Enter the first name of the user. |
Mid initial | Enter the initials of middle name. |
Last name | Enter the last name of the user. |
Enter the user email. Once the email ID is entered, you can click the ![]() |
|
Home Page Menu | Click the drop down list adjacent to this field and select the required home page menu. |
Country | Enter the country on which the company is located. |
Time Zone | Click the drop down list adjacent to this field and select the time zone in where the user is present. |
Currency | Click the drop down list adjacent to this field and select the currency. |
Locale | Click the drop down list adjacent to this field and select the language. |
Hint Question | Click the drop down list adjacent to this field and select a hint question. |
Hint Answer | Enter the answer for the Hint Question in this field. |
Title | Click the drop down list adjacent to this field and select a title for the user. |
Reporting To | Click the drop down list adjacent to this field and select a title to which the user reports to. |
Theme | Click the drop down list adjacent to this field and select a theme for the user. |
Custodian Filter | Click the drop down list adjacent to this field and select either All Records or My Records. |
User role | Click the drop down list adjacent to this field and select a default role for the user. Available options are the following:
· Standard User for Read Only · Super · System Generated Role for Admin · System Generated Role for Update · System Generated Role for View · Viewer |
Default Dashboard | Click the drop down list adjacent to this field and select a default dashboard for the user. Available options are the following:
· Compadmin · SalesMgr · SalesRep |
Active | Select the check box adjacent to this field, if you want to keep this user as active. |
Owner | This field is auto populated with the name of the user who has created this record. |
Password | Enter a password for the user. |
Business Unit Settings | |
Business Unit | Click the drop down list adjacent to this field and select a business unit for the user. |
Access Level | Select the radio button adjacent to the available options. Available options are the following:
· Self · Unit · Unit & Subunits |
Additional Business Unit Access | |
Click the ![]() ![]() |
- Click
button to save the Report Security information.