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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 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
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.
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