User Setup Process

System Configuration Module >General >User Setup

 To setup Users to access the system, go to System Configuration Module >General >User Setup and the following screen will appear.

 

 To add a new User, click on the Add.

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 Fill in the necessary information and then click on the Save button.

 User Details 1

Tab

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Active

-Ifistickitmeansthe active, should you take the tick off then the user will no longer have access to the package.

Login IDID:	This is case sensitive when the user logs in. This will be the name which is used when the user logs in.
Employee Code:	User Code - The users code of the company.company, usually the payroll code
First NameName:	First name of the User.User
Last NameName:	The Surname of the User
Post thisTitle:
Email:
Start Date:
Telephone Number:
Mobile Number:
User isImage:	User Image - This is a drop down and only shows Images which have being uploaded as attachments. You can select a default image against the user to show on the right-hand side.side
Thumb Nail Image:
Division:
Region:
Skill Level:
Status:
User Barcode:
Type:
Active:	User is active when ticked, should you take the tick off then the user will no longer have access to the system

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Details 2

Primary Branch:
Language:
Timeout Mins:
Reminder User Prefix:
Reminder Counter:
Contract Default:
Time Log Group:
Activate Messages:
GPS Device No:
Creditors Process:

Sales Rep Link:
Sales Rep Link Tick Box:
Hide Costs:
Disable Debtors search after first save:
Disable pricing Structure:
Disable Sales rep pricing:
Line Discount Disabled:
Disable Sales Rep Mark-Up:
Line Discount Range:
Over All Discount Disabled:
Over All Discount Range:
Enable Two Factor auth:
Two Factor Renew Period:

Email Type:
Print Page size:
Fixed Layout:
Fixed Print as Default:
Interface User:
Printer Path:

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Module Access