Getting Started with Add New User

User Guide › Add New User

Create and save a user record by entering the user’s identifying and work details.

What you can do

• Use Accounts to access account-related records.
• Use Save to save the user details you have entered.
• Use Save and Close to save the record and close it.

Add a new user

1. Open Accounts.
2. Open the Contact record for the user.
3. Enter the user’s Display name and Full name.
4. Complete the available details, including Country, Title, Name, Position, and Destination Title, as required.
5. Select Save and Close.

Result

The user details are saved, and the Contact record closes.

Next steps

Return to Accounts to continue working with account records. You can also use Call, Meeting, Task, or Visit to record related activities.

Related pages

• Add New User — Overview
• Call
• Add New User — Learning Path
• Configure Accounts
• Configure Contacts
• Tasks
• Payments
• Projects
• Direct Order
• RFQ
• Direct Order
• Process