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To add a new user follow the easy steps below. Once the user is entered into the system, you can add or change their information at any time. |
1.Starting from the main screen, select File > Company > User Master.
2.Click the New button in the bottom toolbar of the User Master screen. This will open the User Configuration window.
3. Enter the desired information for your new user. This should include a minimum of Name, Initials, Password, and Access Level. Click on any field in the example to the right for more information.
4. The User Groups tab allows you to assign the user to a mail department within the system. All Inform Mail messages sent to the selected departments will be sent to the user. The Salesmen tab allows you to restrict this user to see only information for a certain salesman. The Google Info tab allows you to configure Google Synch for this user's calendar.
5. When you have entered all of the necessary information for the user, click the OK button to save the user to the system. You will see their information appear at the bottom of the window in the Company User Master screen. |
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6. Then, click the Save button in the bottom toolbar of the User Master screen to save the changes you have made.
