User Guide › Security
Overview
Use the Principal Users form to create or update a person record used as a principal user in the application. Sales, purchasing, warehouse, project, and finance users may work with principal user records when they have access to the Security area.
The form validates required information and format rules before it can be saved. Use this form when you need to record or maintain principal user details.
Steps
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Open the Principal Users form for the user record that you need to create or update.
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Complete the required information on the form. The form enforces seven required fields before it can be saved.
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Review the entered information and correct any values that do not meet the required format rules.
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Select Save to validate the form and save the record.
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To save the record and leave the form, select Save and Close.
Warning: The form will not save if required information is missing.
Note: Six fields on the form accept only a specific format. Correct any validation issue before selecting Save again.
Troubleshooting
- The record does not save → Required information is missing → Complete all seven required fields, then select Save.
- The record does not save after required information is entered → One or more values do not meet the accepted format → Correct the value in the field that requires a specific format, then select Save.
- You need to leave the form after saving → The record remains open → Select Save and Close.
Result
The Principal User record is validated and saved when all required information and format requirements are satisfied.
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