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- Each User can have various settings applied (Order dollar limits, who approves orders, etc).
Step-by-step guide
To Create a New User:
- Login as an Administrator.
- Navigate to 'Accounts' --> 'Account Selection' (zAccounts.aspx).
- In the Search box, enter the Customer Code or Name the new User will be associated with.
- Select the required record via radio button.
- Click the 'Users' link at the bottom of the table. A list of current users for that Customer Code will be displayed.
- Click the 'New' link at the bottom of the table. The 'User Details' fields will now become editable.
- Populate each field as detailed in the legend below.
- Click 'OK' to save.
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There is a system setting to toggle whether a confirmation is requested when deleting a User. This setting is called 'Show Confirm On Grid Delete/Remove' and is found under the 'General' Tab in 'Settings'. |
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