How to Add a New User

How to Add a New User

Goal

To explain the process of creating a new user profile. Completing this process generates a system login for the employee and grants them access based on their assigned role.

Prerequisites

  • You must have Administrator privileges to access the User settings.

  • You should already have defined the necessary Role for this new user (see article: Why are certain menu items or buttons missing?).


Procedure

Step 1: Navigate to Settings - User

Navigate to Settings > User in the main menu to view the current list of accounts. Click the green + Add new button in the top right corner.



Step 2: Add information

Fill in the Basic Information: The system highlights mandatory fields with an orange badge in the top right corner. You must complete the following fields to proceed:

  • User role: Determines the permissions and access level (e.g., Sales Manager, Operator).

  • First name & Last name.

  • Email: This will serve as the user's username.

  • Password: Assign a (temporary) password for the user.




Step 3: Optional configuration

  • Email signatures: You can pre-define signatures for quotations or invoices if this user interacts with customers.

  • SMTP Settings: Configure if the user needs to send emails directly from their own mail server.


Step 4: Save

Click Save.

InfoOutcome: The user account is now active. The employee can log in immediately using the email address and password you just configured.

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