Adding users

Users perform specific tasks, depending on the groups they are assigned to. Groups are made up of users who perform similar tasks. When you add users, you assign values to them that determine the data they can access and the tasks they can perform.

  1. Select User Management in the Administration menu.
  2. Select Users > Add New on the User Management page.

    The Add New User page is displayed.

  3. Specify this information on the Add New User page to create a new user and assign the new user to a group.
    User ID

    Specify a user ID.

    Note: 

    The user ID field is an alphanumeric field. The name you specify here is the same name you use on the Login page.

    First Name

    Specify the first name of the new user.

    Last Name

    Specify the last name of the new user.

    Password

    Specify a user password.

    Note: 

    The password must be at least five characters. This is the password you will use on the Login page.

    Confirm Password

    Specify the password again to confirm.

    Employee ID

    Specify the employee identification number for the user.

    E-mail

    Specify a valid user e-mail address.

    Note: 

    This field is used for reference by an administrator.

    Group

    Select a group the new user will be assigned to.

    This is a key assignment that controls all the access rules to the system. You must create groups before users. Adding groups

    Assign Access

    Click this button to assign user access to locations. See Assigning location access to users for steps on how to assign user access.

    Assign Defaults

    Click this button to set the default locations, printer and revenue center for the user.

    Copy User Assignment

    Click to copy a user assignment.

  4. Click Save User to add the new user information to the application.
  5. Click Add New to return to the User Management page without saving the user information.