...
- 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 herefore for 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
...