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.
Email Username and Email Password - If your company is set to use PCL to PDF printing, these fields are required for users who will be emailing from the system. Emails sent from the system by the user will use this email username as the "From" address.
If you are not using PCL to PDF printing, the email address in the Email field will be used, and the additional fields are not required.
CRM Access* - Access to the items listed under the CRM menu requires a subscription per user. Once you have signed up for a number of subscribers, you can designate the users who will have access to the menu by checking the Enable CRM box for each user. If you attempt to exceed the number of subscriptions, the system will warn you and prevent additional users from being selected. If you are not currently a CRM subscriber, please contact DDI Customer Care (p: 203.364.1200 e: support@ddisys.com).
Google Sync* - Inform's Google Sync will synchronize the events on your Inform Calendar with the calendar for your Google account. This requires a valid Google Account; it does not need to be the same account that you are using as your email. To enable synchronization for a user, check off the Enable Google Sync box and enter the email username and password for the user's Google account.
*These features are not available to Small Business Edition users. For information regarding upgrading to the Enterprise Edition, please contact DDI Sales (sales@ddisys.com).
1.Select File > Company > User Master.
2.Click the Edit button in the bottom right corner of the User Master window, then click the Add User button in the bottom left corner of the window.
3.This will create a blank row at the bottom of the window for the new user information. Enter the Name, Initials, Password, and Access Level for the user. Initials can not be duplicated for users, so you may need to use a middle initial to avoid duplication. If you have multiple branches, you can enter the default Branch that the user should be logged into.
4.If this user is a Salesman and you want to restrict their access so that they can only view and sell to their own customers, click on the drop down menu in Salesman field and check off the Salesmen whose information the user can access. This will restrict the user to only view customers, orders, quotes and invoices assigned to the select salesmen.
You can also assign the user to a department by clicking on the drop down menu in the Departments field and checking off the appropriate departments. This will place events and tasks on the group calendar, onto the user's calendar, and include them in mail messages sent to that group. Custom departments can be created by clicking on the Add Department button in the lower right corner of the window and assigning a code and name to the department (shown below). For information on system-generated mail messages, see the System-Generated Mail page.
5.Enter the user's email address in the Email field. If your company is not set to use PCL to PDF printing, this address will be used as the "From" address when the user sends emails to contacts through Inform using the hyperlinked email on the contact.
6.When you have entered all of the necessary information for the user, click the Save button to save the user to the system.