Use the Users area to create and maintain user records for the security configuration of the application. Administrators use this form to set up user information, assign user roles, associate branches or warehouses, and configure approval limits. Use this configuration when adding a new company user or principal user, or when updating an existing user record.
Before you start
Ensure that you can access Security > Users. Prepare the user details and the required role, branch or warehouse, and approval-limit assignments before creating the record.
Steps
Navigate to Security > Users.
UsersUsers — Security Section › Users
New company user
Locate an existing user record, or select New company user or New principal user to create the corresponding user record type.
Complete the configuration areas in the tab order shown on the user form: User Information, User Roles, Branches / Warehouse, and Approval Limit.
UsersUsers — Security Section › Users › Users
Select Save to retain the configuration and continue working on the record. Select Save and Close when the user configuration is complete.
User Information
Use the User Information tab to configure the primary information for the user record. This tab is the first configuration stage for both new and existing users.
UsersUsers — Security Section › Users › Users
When creating a record from New company user or New principal user, begin on this tab before proceeding to the remaining configuration tabs. Select Save after entering the required user information if you need to retain the record before continuing.
User Roles
Use the User Roles tab to configure the roles assigned to the user. Roles are maintained as part of the user security record.
UsersUsers — Security Section › Users › Users
Configure the applicable role assignments for the user, then continue to Branches / Warehouse. Select Save to retain the user role configuration.
Branches / Warehouse
Use the Branches / Warehouse tab to configure the branches or warehouses associated with the user record.
UsersUsers — Security Section › Users › Users
Review and configure the branch or warehouse associations required for the user. Continue to Approval Limit after completing this configuration area.
Approval Limit
Use the Approval Limit tab to configure approval-limit information for the user record.
UsersUsers — Security Section › Users › Users
Complete the approval-limit configuration that applies to the user. Select Save and Close when all user configuration tabs have been completed.
Tips & cautions
Tip: Complete the configuration tabs in their displayed order to ensure that user information, user roles, branch or warehouse associations, and approval limits are reviewed together.
Note: Use Save when you need to retain changes while continuing to configure the user record. Use Save and Close after the full configuration is complete.
Warning: Select the appropriate creation action—New company user or New principal user—before entering configuration details.
Troubleshooting
The required user record type is not available → The creation action has not been selected → Return to Users and select New company user or New principal user.
Changes are not retained while configuring tabs → The record has not been saved → Select Save before leaving the user record.
The user form remains open after configuration → The close action has not been used → Select Save and Close after completing all tabs.
Result
The user record is configured with user information, user roles, branch or warehouse associations, and approval-limit information.
Was this page helpful?