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Add New User

3 views 0 June 26, 2021 kbadmin

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:

  1. Click

The Users – Add page is displayed.

  1. 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.
E-mail Enter the user email. Once the email ID is entered, you can click the  button to send emails to the entered ID form the compose email page. For more information, see Compose Email section.
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  button and select the business unit access as Self, Unit, Unit & Subunits, or None from Additional Business Unit Access pop up window. Click  button to save the changes.
  1. Click button to save the Report Security information.

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