Creating a user profile

Select > > . The Users page is displayed.

Click Add. The User page is displayed.

Note: You can also modify an existing user profile using the View icon on the Define Users page.

Specify this information on the User Profile tab:

Name

The name of the user.

Type

The type of user. Possible values:

Job Title

The job title of the user.

Admin

Select this check box to assign administrator role to the user.

Note:

A user with administrator role can modify other user profiles.

Active

Select this check box to set the user profile as Active.

User Name

The login ID for the user.

Admin Current Password

The password of the Admin User. This field is displayed only for the admin user profile.

New Password/ Confirm New Password

The login password for the user.

Role

The role for the user account that determines the user access to the application.

Specify the address details of the user on the Address tab.

Specify the contact details of the user on the Contact Information tab.

Specify the display preferences such as the Date Format, Language, Theme for the user on the Preferences tab.

Select a company in the Companies Association section on the User Permissions tab, to view the facilities that are specific to the company.

Note:

The facilities and approval limit are displayed in the Company Facility Association section.
You can also modify the approval limit or facility for the company.

Specify a default Company, Facility, Ship To and Restriction Group for the user on the Defaults tab.

Click Submit.

You can also use these options on the page:

Delete: Enables you to delete the user profile. However, the user data is retained in the database.
Anonymize: Enables you to hide or mask the user profile data. The user personal data, such as email, contact, and address, is marked with asterisks (****).
Export XML: Enables you to export the user data in the .xml format.

Note: The Anonymize and Export XML options are displayed only to users with the administrator role.