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How do I create a user and give them rights?

Create the login on User, give it a role in its default company on the Role tab, and save.

Screen
User (System Administration › User)
Who
The system administrator
Takes effect
On the user’s next sign-in
Needs first
Roles

Before you start​

Steps​

  1. Open User, press New, type the User Name (no spaces) and Create.
  2. Fill First Name, Last Name, Email and a Password that meets the rule.
    • Tick Change Password at Next Login so the person picks their own.
  3. Pick the Default Legal Entity, the company the user opens in.
  4. On Interface, add a line (web).
  5. On Role, add the role for the default company.
    • The company fills from Default Legal Entity. Add more lines for other companies.
    • Add single extra screens on Special Duties.
  6. Save.

Check it worked​

  • The user signs in and sees the role’s screens.
  • The User Role list on Lists and reports shows the role.

If something looks wrong​

  • “Please define Default Legalentity Rights”. The default company has no role and no special duty.
  • “Interface Model cannot be Empty”. Add an Interface line.
  • “Password must have …”. The password does not meet the rule.