# Create a user

## Create and locate users

A user record gives a person access to PAMS as a company user. Use this page when you need to
create a user from the Security area or find an existing user in the Users list.

| If you need to… | Go to |
|---|---|
| Create a user | [Before you start](#before-you-start), then [Enter user information and save](#enter-user-information-and-save) |
| Find a user | [Find a user](#find-a-user) |
| Review the fields and tabs | [Understand the user screen](#understand-the-user-screen) |
| Set branch access or maximum approval amounts | [Set branches and approval limits](#set-branches-and-approval-limits) |
| Resolve a save error | [When saving goes wrong](#when-saving-goes-wrong) |
| Continue with roles or files | Roles; Libraries and files |

## Before you start

**Prerequisites**

- Sign in with an account that can access the security area.
- To create a company user, your account must have permission to create users, and the available
  user allowance must not be exceeded.
- Have the person's login email, first name, last name, display name, and mobile number ready.
  These fields are required on this screen.
- Decide whether to use **Save** or **Save and Close**. Creating a user sends a create-password
  email to the address entered in **Login Email**.

The screen requires sign-in. If you leave with unsaved changes, it can intervene before you leave.

## Find a user

The user list is the place to locate an existing company user or begin creating one. Each row is
identified by the person's full name and display name, with the account's active state and user
type shown in the list.

**Prerequisites**

- You are signed in and can open the security user list.

**Steps**

1. Open the Users list from the Security area.
2. Read the **Full name** and **Display name** columns to identify the person.
3. Read **Active** to check the user's active state.
4. Read **Account owner** and **Principal user** when you need to distinguish the account type.
5. Choose the user type you need:

   | If you need to… | Select |
   |---|---|
   | Create a company user | **New company user** |
   | Create a principal user | **New principal user** |

![Identify a user from the list headers and choose **New company user**.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/944344f6003f8d3cb1f45870284a2f6f.png)

**Result:** The user list remains open for an existing user, or the new-user screen opens after
you select **New company user**.

## Understand the user screen

The new-user screen groups identity details under **User Information** and provides tabs for
**User Roles**, **Branches / Inventory**, and **Approval Limit**. The screen shows **Save** and
**Save and Close** at the top.

The visible information fields are:

| Field | Required marker on this screen |
|---|---|
| **Login Email** | Yes |
| **Position** | No |
| **Title** | No |
| **First Name** | Yes |
| **Middle Name** | No |
| **Last Name** | Yes |
| **Display Name** | Yes |
| **Cloud Account** | No |
| **Mobile** | Yes |

The new-user screen does not show a password field. The **Branches / Inventory** tab contains
branch choices, and **Approval Limit** contains the approval amount controls described later.
The new-user screen also does not show sales-responsible or finance-responsible fields, and it does
not show the two-factor tab.

![Review the visible identity fields and save controls before entering data.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/ce39a80bcf98ea8a28d3a4f528126f4a.png)

**Result:** You know which identity fields are visible, which carry required markers, and which tab
contains each additional user setting.

## Enter user information and save

Enter the person's identity and contact details on **User Information**. The required fields are
**Login Email**, **First Name**, **Last Name**, **Display Name**, and **Mobile**.

**Prerequisites**

- You are on the new-user screen.
- You have the person's login email, first name, last name, display name, and mobile number.

**Steps**

1. Enter the person's address in **Login Email**.
2. Enter the person's position in **Position**, if one is available.
3. Enter the person's title in **Title**, if one is available.
4. Enter the person's given name in **First Name**.
5. Enter any middle name in **Middle Name**.
6. Enter the person's family name in **Last Name**.
7. Enter the name colleagues use for the person in **Display Name**.
8. Enter the person's cloud account address in **Cloud Account**, if one is available.
9. Enter the person's mobile number in **Mobile**.
10. Choose one save action:

    | If you need to… | Select |
    |---|---|
    | Keep working on the user screen | **Save** |
    | Save the user and leave the screen | **Save and Close** |

The form validates the main user information and contact information before it calls the save
operation. If validation succeeds, creation sends a create-password email to the address in
**Login Email**.

![Complete the required identity fields and choose the save action.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/803088ea27aea7264efc1e433e824541.png)

**Result:** The user is saved, or the screen displays a validation or save error that you can
resolve in [When saving goes wrong](#when-saving-goes-wrong).

## Set branches and approval limits

Branch access determines which company branches the user can work with. An approval limit is the
maximum amount the user can approve in a particular area.

**Prerequisites**

- You are on the new-user screen.
- You know which branches the user needs and which approval limits apply.

**Steps**

1. Select **Branches / Inventory**.
2. Review the available branch choices.
3. Select the branches the user can access.
4. Review the **Accessible branches** readout after selecting branches.
5. Select **Approval Limit**.
6. Enter each applicable amount in its **Up to** field.
7. Select **Unlimited** for an area only when the approval policy allows unlimited approval.

The branch panel shows five branch choices. The approval amount controls
accept values from `0` upward.

The approval panel contains one **Up to** control for each area:

| Area | What to do |
|---|---|
| Sales | Enter the amount or select **Unlimited**. |
| LGs | Enter the amount or select **Unlimited**. |
| Purchasing | Enter the amount or select **Unlimited**. |
| Invoicing | Enter the amount or select **Unlimited**. |

Each amount is shown with **EUR**.

![Choose the branches available to the user.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/7f78968a77827a35709e01764a992a07.png)

![Review the four approval-limit areas and their **Up to** controls.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/d50c946e3f2dc399adada35ff564c48e.png)

**Result:** The user screen shows the selected branch options and the applicable approval-limit
values ready for saving.

## When saving goes wrong

Use the message on screen to choose the next action.

| What you see | What it means | What to do |
|---|---|---|
| `Error: Please check the required fields and try again.` | Required information did not pass validation. | Return to the fields marked required and correct them. |
| `Error: This Email or User Name Already Exists` | The email or user name is already in use. | Enter a different **Login Email**. |
| `Error: Please fill in all required fields (e.g., Department)` | The submitted user information is incomplete. | Complete the required information and select **Save** again. |
| `Error: Server Error` | The save returned a server error. | Correct any visible input issue and retry **Save**. |

After a password-mail request succeeds, the screen shows:
`An e-mail was sent to <saved user email>`.

The post-save message also includes `New user created` and
`A activation mail with instruction sent to user`.

### Out of scope

These file-library messages belong to Libraries and files, not to creating a user:

| Message | Owning page |
|---|---|
| `Your request was completed successfully` | Libraries and files |
| `Just '_'‘-''.' And '&' Characters Accepted` | Libraries and files |

## After saving

When a new user is saved, PAMS sends a create-password email to the address entered in
Login Email. **Save and Close** leaves the user screen after the save path completes; **Save**
keeps the user screen available for continued work.

An existing user's ordinary save displays `Data saved Successfully`. New-user creation displays
`Data saved Successfully .. An E-Mail was sent to this User`.

| If you need to… | Continue with |
|---|---|
| Manage the user's role setup | Roles |
| Work with files connected to the user | Libraries and files |

**Result:** The new user has been saved, the password email has been sent, and you know whether to
continue on the user screen or move to role or file work.