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Creating Users

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What does this section cover?

Navigating to Uses

Finance Application > User Management  > Manage Users

Explaining User Fields

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
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 and the Organisation Native Language which is set in General Settings(as provided in Platform)  and is the default option.
  • Country of residence
  • Date of birth (DD,MM,YYYY)
  • Name Day (DD,MM)
System LanguageThe 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:

  • Home Page Preference: The user can select home page that will be automatically displayed during log in. The supported options are:
    • ORGANISATION'S DEFAULT PAGE (the page that is set in General settings, (as provided in Platform) , which is applicable for all users.
    • ACCESS COMMUNICATION CENTRE
    • MANAGE CONTACT INFORMATION
    • MANAGE ACTIVITIES
    • MANAGE JOBS
    • MANAGE SERVICE REQUESTS
    • MANAGE SUBSCRIPTIONS
    • MANAGE BILLS
    • MANAGE ACCOUNTS RECEIVABLE
    • MANAGE FINANCIAL TRANSACTIONS
    • VIEW DASHBOARDS
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.
  • Super User: Can access all parts of the software without any restrictions
  • Developer: Can access the embedded development tools
  • 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

ActionValidationsRestrictions
Create
  • N/A
 
Save
  • Unique username 
  • Email address

  • If User Authentication settings is defined then the password needs to follow the define password policy

 

Creating a User

  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
    User Management Data Entry 

  3. MAIN INFORMATION

    1. 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 
    2. Username: A unique username
    3. System Language: Select one from the available ones
    4. 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" 
    5. Password & Confirm Password: Provide a password following the User Authentication Setting Rules

  4. PREFERENCES

    1. Default Home Page: Select the landing page for the newly created user

  5. SETTINGS

    1. Security Profile: Provide the security profile of the user
    2. Superuser & Developer cannot be manually set (Use Action)

  6. UNITS

    1. Click on the Add button
    2. From search modal, search for available units to add
    3. Select and add the record you would like to add
    4. Default: Once all units are added, select the default one.
      Check Understanding User Management for more information on multi units on a user. 

  7. LOG INFORMATION

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

    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

  8. 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

Visit Understanding User Management for business examples related to Creating Users

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