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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 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
      • Disable User - tick if the User no longer requires access

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