Adding a user and configuring rights

A user who has the Manage Users feature assigned can create other users on the User Management page.

To add a user

  1. In the navigation menu, click or tap Commercial > Users.
  2. Click or tap Add User. The New User Details page appears.
  3. Do the following:
    1. In the First Name and Last Name fields, enter names.
    2. In the E-Mail Address field, enter a valid email address.
    3. In the Phone Country drop-down list, select the country.
    4. In the Phone field, enter a valid phone number.
    5. In the Login ID field, enter a login name.
    6. In the User Role drop-down list, select a role.
    7. In the Password field, enter a default password, and re-enter it in the Confirm Password field.
    8. Select Save New User Details.
  4. Select Close.

To assign rights

  1. In the navigation menu, select Commercial > User Roles.
  2. Locate the User Role to which you want to assign rights. Click or tap the edit icon ().
  3. Click the User Role on the desired User.
  4. Select a Transaction Type.
  5. Select the Rights tab.
  6. Do the following:
    1. Select Enable to enable the Transaction Type.
    2. Select the icons for Draft, Approve, Cancel, and View Online Activity to assign rights to the user.
  7. (Optional) If the type is a financial transaction and the user can approve the type, select the Approval Limits tab. Select a type of limit, then enter the limit.
  8. (Optional) Select Overview and repeat steps 7-10 to assign additional Transaction Types to the user role.