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Adding a new User
- Click Add UserkUser
Note: Fields marked 
are mandatory - the User Name and the Email address
- 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 for 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
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Notes:
- You need to enter a valid email address format, ie have .com or .co.uk at the end
- You can not have the same user name twice - even if one is KGower and one kgower (Sigma will ignore the case it is written in). The following prompt will appear:
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.
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