To add a new user, follow these steps:
- Click the yellow star button, as shown in Figure 2-85:
Figure 2-85: Selecting the “add item” button
The system displays the Add New User dialog.
- What you select in the Company drop-down list depends on how many companies this user will access:
- If the user will work in a single company, select the appropriate company code in the Company field, as shown in Figure 2-86:
Figure 2-86: Adding a new user for a single company
- If the user will work in multiple companies, do not select anything in the Company drop-down list, as shown in Figure 2-87:
Figure 2-87: Adding a new user for multiple companies
- Enter the username in the User Name field. It should be unique—different from all others in your system.
The username should be easy to remember and not too long. If you create a single-company user, their username is actually <companycode>\<username>, as shown in Figure 2-86 above.
- Enter the full name of the user in the Full Name field. This is their display name.
- Select the role to which this user belongs in the Role drop-down list. You can change the user’s role at a later time, if necessary.
The list of roles is based on the roles you have defined in the system. For more information, see Setting Up Roles.
- When you are satisfied with the settings, click the OK button. The system adds the user to the items list on the Users page.
Use the tabbed sub-pages to include further details about the user.
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