How To: Create a New User

  1. Open a System Data screen (show me how).
  2. Double click on [ Others | Users ].
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Press F3 or click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right to add a new item.
  5. Enter the details of the new user (see Users for a description of the grid columns).
  6. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save the new user.
  7. Select User Permissions from the right-click context menu and set these as required.
  8. Select User Profiles from the right-click context menu and set these as required.


For user profiles such as Customer Services that need to view the [ Customer | Detail | Customer Service | Sales Orders/Invoices ] screen, they need to be given the User Permission to Open Sales Summary but without the ability to view Sales Summary screens in their User Profile.

See Also


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