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--- erp-manual:cloud:settings:users [2020/04/20 14:59]
krishnad
+++ erp-manual:cloud:settings:users [2024/05/01 06:45] (current)
Varun Nagrecha
@@ Line 1: / Line 1: @@
- ====== Users Master ======
+ ====== Create New User ======
-   *  To access Manage Users, Go in Settings and select "Manage Users" or click on the icon of Manage Users.
+ ===== Start ======
- =====After the screen opens=====
+  * Click on Setup Users Menu and then click on Create New button
-{{ erp-manual:cloud:settings:usersearch.png?500 }}
-   * By clicking on the button Create Users, the Users is created and the screen of Users is opened.
+ ===== Components of User Master =====
-   * In the screen, First Name, Last Name,Department, Line Head,Login Id, Password, Email Id, Mobile Number has to be added.
+  * Header
-{{ erp-manual:cloud:settings:userfull.png?500 }}
+  * Assigned Locations
-   * If pressed Shift + * then Roles option can be seen in the drop down list. The Role which needs to be assigned to user is selected here.
+  * Assigned Roles
-{{ erp-manual:cloud:settings:roles.png?250 }}
+  * Assigned Company
-   * If pressed Shift + * then the Company options can be seen in the drop down list. The current company of the user is selected here.
+  * Save Document
-{{ erp-manual:cloud:settings:company.png?250 }}
-   * If pressed Shift + * then the Location options can be seen in the drop down list.If the user is working some where else then the current location of the user is selected here.
-{{ erp-manual:cloud:settings:location.png?250 }}
+ ===== Header =====
+{{popup<erp-manual:cloud:sales:soheaderview.png?400}}
+**Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information can be added:
+    * **Relation**: Select the type of user is created.
+    * **Name**: Select the name of Internal Staff of the user.
+    * **Title**: Provide the title of the user.
+    * **First Name**: Provide the first name of the user.
+    * **Middle Name**: Provide the middle name of the user.
+    * **Last Name**: Provide the last name of the user.
+    * **Workflow Group**: Select the workflow group for the user.
+    * **Department**: Select the department for the user.
+    * **Nick Name**: Provide the nick name of the user.
+    * **Email 1**: Provide the email id of the user.
+    * **Mobile 1**: Provide the mobile number of the user.
+    * **Login ID**: Provide the login id of the user.
+    * **Password**: Provide the password for the user.
+{{popup<erp-manual:cloud:sales:soheaderedit.png?400}}
+**Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup.
+ ===== Assigned Locations =====
+   * Select the current location of the user.
+{{ erp-manual:cloud:settings:location.png?350 }}
+ ===== Assigned Roles =====
+   * Select the roles that needs to be assigned to the user.
+{{ erp-manual:cloud:settings:roles.png?350 }}
+ ===== Assigned Company =====
+   * Select the current company of the user
+{{ erp-manual:cloud:settings:company.png?350 }}
+ ===== Connected Devices =====
    * If there happens to be login from any other cellular device, then the details of device are stored in Connected Devices.
+===== Save the Document =====
+After all changes are done, it is necessary to Save the Document, by clicking the button "Save Document", If this is new Document, system will assign the Document ID and Code after it is saved for the first time.

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