How to Add and Manage Users in Company Setup

Users

Article Contents: This article explains how to create and manage user profiles under Company Setup.

Step-By-Step:

Step 1: From the System Setup menu, select Company Setup > Users.
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Step 2: To enter a new user, select “New” at the top of the page.


Step 3: Fill in the following fields:
  • User Name
  • First Name / Last Name
  • Email Address
  • Hire Date / Date of Birth
  • Address, City, State, Zip, Country
  • Phone and Fax
If the user account should be restricted, check the Locked box.
Select the companies the user should have access to by checking the boxes under Companies.
Choose roles for each company or apply default roles across all companies. Roles determine the user’s permissions within the system.


Step 4: Click Save & Close to apply changes and activate the user profile.

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