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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 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

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• 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.Notes:

• You need to enter a valid email address format, ie have .com or .co.uk at the end

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• 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:

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Click here for more information on the email notification and the complexity of the password.

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