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--- erp-manual:cloud:settings:users [2024/05/01 06:35]
Varun Nagrecha
+++ erp-manual:cloud:settings:users [2024/05/01 06:45] (current)
Varun Nagrecha
@@ Line 16: / Line 16: @@
 {{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 is required:
+**Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information can be added:
-    * **Relation**: Provide the name of the currency.
+    * **Relation**: Select the type of user is created.
-    * **Name**: Provide the short name for the currency.
+    * **Name**: Select the name of Internal Staff of the user.
-    * **Title**: Provide the symbol of the currency.
+    * **Title**: Provide the title of the user.
-    * **First Name**: Provide the currency to word template for the currency.
+    * **First Name**: Provide the first name of the user.
-    * **First Name**: Provide the currency to word template for the currency.
+    * **Middle Name**: Provide the middle name of the user.
-    * **First Name**: Provide the currency to word template for the currency.
+    * **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}}
@@ Line 30: / Line 37: @@
- =====After the screen opens=====
+ ===== Assigned Locations =====
-{{ erp-manual:cloud:settings:usersearch.png?500 }}
+   * Select the current location of the user.
-   * By clicking on the button Create Users, the Users is created and the screen of Users is opened.
+{{ erp-manual:cloud:settings:location.png?350 }}
-   * In the screen, First Name, Last Name,Department, Line Head,Login Id, Password, Email Id, Mobile Number has to be added.
-{{ erp-manual:cloud:settings:userfull.png?500 }}
-   * 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 =====
+   * Select the roles that needs to be assigned to the user.
 {{ erp-manual:cloud:settings:roles.png?350 }}
-   * If pressed Shift + * then the Company options can be seen in the drop down list. The current company of the user is selected here.
+ ===== Assigned Company =====
+   * Select the current company of the user
 {{ erp-manual:cloud:settings:company.png?350 }}
-   * 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?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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