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Creating Users

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Navigating to User Management

Finance Application > User Management  > Manage Users

Explaining User Management  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
EmailThe business email of the user
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 (see Platform FS) and the Organisation System Language which is set in General Settings (see Platform FS) 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.
Demographics

The demographic information of the user. Demographics include the following:

  • Title
  • Gender
  • Native Language: . The supported options include all languages supported by CRM.COM (see Platform FS) and the Organisation Native Language which is set in General Settings (see Platform FS) and is the default option.
  • Country of residence
  • Date of birth (DD,MM,YYYY)
  • Name Day (DD,MM)

see also Contact Information FS for more details on demographics

Preferences *

The preferences of the user which include the following:

  • Home Page Preference: The user can select home page that will be automatically displayed during log in. The supported options are:
    • Organisation Page (the page that is set in General settings, see Platform FS, which is applicable for all users. This is also the default option)
    • Contact Information
    • Communication Center
    • Activities
    • Subscriptions
    • Financial Transactions
    • Analytics
Settings *

The settings of the user which include the following:

  • Security Profile * : A selection of the security profile that should be assigned on the user.
  • State: The state of the user which can be active or inactive
  • User attributes: a set of attributes which can be set on users such as
    • Super User: Can access all parts of the software without any restrictions
    • Developer: Can access the embedded development tools
    • CTI Enabled: Can access the embedded CTI tools (Phone extension number is also required)
  • IP address
  • Domain
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

ActionValidationsRestrictionsAdditional Information
Create
  •  
 
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Save 
  •  
  •  

 

Creating an Accounts Receivable 

 

  1. Search using the criteria available in the summary page
  2. From the top menu click on the New to open the User Management  data entry page
  3. Rest of the steps

  4. ATTACHMENTS

    1. Add any files or URLs related to the entity.

      Check  General Settings to find out the restrictions (if any) related to the type and the size of the files you wish to upload. 

      1. For adding a file
        1. Click on Add > Upload File
          Attachments - Upload File 
        2. Drag and Drop the file in the modal 
          OR 
        3. Click in the modal
        4. Select the file to be uploaded
        5. Click on "DONE"
        6. Notes: Provide notes related to the upload
      2. For adding a URL
        1. Click on  "ADD"
          Attachments - URL 
        2. Attachment: Specify the URL
        3. Notes: Provide notes related with the URL


  5. LOG INFORMATION

    The following information is automatically set by the system on saving the User Management

    1. Log information section keeps all the logging information related to the specific record

      • Basic set of information available in all entities
        • Created By User: The user that created the entity
        • Created By Unit: The unit of the user that created the entity
        • Updated By User: The user that last updated the entity
        • Updated by Unit: The unit of the user that last updated the entity
        • Date Created: The date the account was entity
        • Date Updated: The date the account was last entity
          LOG DETAILS


  6. From the Action Menu click on Save

System Processing

 

Visit /wiki/spaces/WIP/pages/10010220 User Management for business examples related to Creating User Management


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