User Guide › Add New User
Overview
The Add New User area is used to record user identity and profile information. It supports entries such as Display name, Full name, Country, Title, Name, and Position.
Users working across sales, purchasing, warehouse, project, and finance activities can access related screens for Accounts, Contact, Call, Meeting, Task, Visit, Payment, and Product.
What you can do here
- Use Accounts to access account-related information.
- Enter Display name, Full name, Country, Title, Name, and Position when creating a user record.
- Use Select to choose applicable information for the user.
- Use Save to save the user record.
- Use Save and Close to save the user record and close the current screen.
Related pages
- Getting Started with Add New User
- Call
- Add New User — Learning Path
- Configure Accounts
- Configure Contacts
- Tasks
- Payments
- Projects
- Direct Order
- RFQ
- Direct Order
- Process
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