| Excerpt | ||
|---|---|---|
| ||
Find out how to create a new User |
What does this section cover?
| Table of Contents | ||
|---|---|---|
|
Navigating to Uses
| Info |
|---|
Finance Application > User Management > Manage Users |
Explaining User Fields
Users
Name | Description |
|---|---|
| Username * | The username of the user. This is the username that is used to log into CRM.COM. |
| First name * | The first name of the person that is represented by the user |
| Last name * | The last name of the person that is represented by the user |
| The business email of the user | |
| Demographics | The demographic information of the user. Demographics include the following:
|
| System Language | The language that should be used by CRM.COM UI whenever the user is accessing the system. The supported options include all languages supported by CRM.COM (as provided in Platform) and the Organisation System Language which is set in General Settings and is the default option. |
| Password * | The password of the user, which is used to authenticate the user. On creating or updating a user a password confirmation is required. |
Preferences * | The preferences of the user which include the following:
|
| Settings * | The settings of the user which include the following:
|
| Units * | A list of units that the user belongs to. The user can belong to more than one unit, but at least one unit should exist. |
Creating & Saving, Validations & Restrictions
| Action | Validations | Restrictions |
|---|---|---|
| Create |
| |
| Save |
|
|
Creating a User
- Search using the criteria available in the summary page
- From the top menu click on the New to open the User Management data entry page
MAIN INFORMATION
- User Template: Select from the drop down
If a user template is selected then the fields defined in the template will be automatically filled. Proceed with filling out the rest of the information - Username: A unique username
- System Language: Select one from the available ones
- User Contact Information
Contact Information related to the user can be entered in the User screen. For additional information click on the "ADD MORE INFORMATION" - Password & Confirm Password: Provide a password following the User Authentication Setting Rules
- User Template: Select from the drop down
PREFERENCES
- Default Home Page: Select the landing page for the newly created user
SETTINGS
- Security Profile: Provide the security profile of the user
- Superuser & Developer cannot be manually set (Use Action)
UNITS
- Click on the Add button
- From search modal, search for available units to add
- Select and add the record you would like to add
- Default: Once all units are added, select the default one.
Check Understanding User Management for more information on multi units on a user.
LOG INFORMATION
The following information is automatically set by the system on saving the User Management
Include Page Log Information - Global Log Information - Global - From the Action Menu click on SAVE
System Processing
- Validates that:
- All mandatory information have been added
- Username is unique
- Contact Information unique/mandatory fields are defined
- If user authentication settings are defined then the password meets the defined password policy
- User is saved
- If the user passes the validation
- User is created
- Units are assigned to the user
- Default Unit is set on the user
| Note |
|---|
Visit Understanding User Management for business examples related to Creating Users |
| Panel | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||
Related Areas
|
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
Popular Labels
|