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- Complete as follows:
- Username - mandatory - we recommend the first initial and last name. ie Keith Smiths Username would be ksmith
- Forename - Users first name
- Surname - Users last name
- Telephone - Telephone number (not mandatory)
- Email - mandatory (so that the email with the password link can be sent)
- Role - choose from the dropdown. Click here fore more information on Roies
- Select the Role for the User - this will have been defined in the Manage Roles section
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- Roles
- Data Permission Mapping - choose from the dropdown if you are restricting the Sites the User will have access to. Click here for more information
- Tickboxes
- Restricted - tick if you are using the Data Permission Mapping
- Override Validation - tick if you want the User will be able to use their password to override a failed validator on an invoice in the Bill Entry activity, and be able to delete certain Items
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- Disable User - tick if the User no longer requires access
- Click Save to commit the changes
An email will be sent to the specified email address providing details for users to access the system and set their password.
Click here for more information on the email notification and the complexity of the password.
Note: The email expires after 4 hours. If the User has not activated the Log on, reset the password for the User - see below.
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Users should click here for more information on how to reset their own passwords.
Admin Reset
Administrators can reset a password for a User. Click here for more information.