Go to Dashboard | Systems Management | Users
This screen has the following options:
- Search for User - Type in any part of the Name or Email address and click the Search button.
- Add New User - Click to Add a new User (always check to make sure the user isn't already in the system).
- Select User - Click to edit an existing User.
Clicking Add User or Select User on brings up the following screen.
The screen has the following options.
- Save - Save User record.
- Cancel - Cancel User maintenance. All changes will be lost.
- First Name - User first name.
- Middle Name - User middle name. (Optional)
- Last Name - User last name.
- Email - User email address. This will be the user login.
- Title - User title.
- Phone/Ext - User phone and extension if applicable.
- Section - Used to assign a specific Layout and Theme to this User. Go here for more information on Sections.
- Require Password Change - Check if you want to set up an initial password then have the user change it the first time they log in.
- Password - Enter user password.
- Confirm Password - Re-enter user password.
- Email Password - Send user assigned password via email.
- Reset Password - Reset user password.
- User Type - Choices include:
- Customer
- Rep
- Employee - All Enterprise users need a User Type of Employee and a Role of Employee.
- Salesperson - Select users salesperson.
- Email Format - Select format emails will be sent in: HTML or Plain Text.
Before you enter anything in the password fields, complete the rest of the information ON ALL TABS. Return to the password fields and enter them just before you save the user.