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User

75 bytes added, 19:06, 27 February 2013
Create a New User {{top}}
== Create a New User {{top}} ==
Each user is also a salesperson and can be assigned to an order on the '''Details''' tab of the [[Sales Order]] module. Follow the steps below to create a new user.
# In the User module, click the {{Button|New}} in the module toolbar.
# Enter a '''User name''' and '''Initials'''. The first and last name are optional.<br>[[File:User Details.png]]
# Click the '''Set Password''' button. The User can later change their password.
# Click the '''Location Groups''' tab and assign a default Location Group. When this user creates an order, their default location group will be used to set the location group of the order.
# Add any other location groups that this user should have access to by double-clicking the '''Location Group''' in the '''Available''' list.
# A memo can be added to the user by clicking on the '''Memo''' tab.# Click the {{Button|'''Save}} ''' button in the module toolbar to commit the changes.
[[File:User Details.png]] A memo Users can also be added to the user by clicking on the '''Memo''' tab. Each user is also created using a salesperson and can be assigned to an order on the '''Details''' tab of the [[Sales OrderCSV_Imports_and_Exports|CSV Import]] module.
== Delete or Inactivate a User {{top}} ==

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