NOTE – Before you can create a new user, please create the relevant Department and User Role for the employee you are adding. If you wish to use the time and attendance functionality of the system, please create the relevant Shift Pattern  too.

Navigate to Data⇒HR⇒User Management

To create a new user account click on the New button.

Enter a unique User Name and then complete the information for the new user. All fields marked Mandatory Fields must be completed before saving. The Department field is a dropdown list, departments can be added to this list as required. A user’s access to the system can be restricted or increased via the User Roles on the Privilege tab.

Select if:

• you wish to prevent the User from creating purchase orders
• the User is authorised for contract review
• the User is authorised to delete test results
• the User is authorised for test results concessions
• you wish to hide the pricing of sales order items from the User
• you wish to prevent the User from creating parts from the sales order entry screen
• you wish to prevent the User from amending parts from the sales order entry screen
• you wish to prevent the User from amending customers from the sales order entry screen

To manage an existing user, select the user you want to manage from the list of user names on the left.

You can now amend this users’ details.

Click the Save button.