Use Users to maintain user records for people who access business functions such as Sales, PM, Purchasing, Warehouse, and Finance. Sales representatives, account managers, project managers, purchasing officers, warehouse managers, and finance officers use this area when a new person requires access or when an existing user record must be reviewed or updated. The Users list shows user identity and account-related columns, including full name, display name, active status, account owner, and principal user status.
Settings
Before creating or maintaining users, review the available list layout and the information required for the user record.
Open Security Section > Users.
Users — Security Section › Users
New company user
Select a list layout when you need a different view of the user records:
Use Standard Layout to return to the standard list layout.
Use Add Layout to add a layout.
Enter a value in Layout name when naming a layout.
Use Update Current to update the current layout.
Use Delete Current to remove the current layout.
Use Columns Chooser to choose the columns displayed in the list.
Use Save to save layout changes, or Cancel to discard them.
Tip: Use a layout that includes the columns your team needs to review regularly, such as active status or principal user status.
Use Search to locate an existing user before creating a new record. This helps prevent duplicate user records.
When creating a user, complete the information available under User Information, User Roles, Branches / Warehouse, and Approval Limit before saving the record.
Note: The available tabs organise user-related information. Review each tab before saving so that the user record is complete for the required business areas.
Workflow
Decide whether to create a company user or a principal user. From Security Section > Users, use New company user when creating a standard company user record, or use New principal user when creating a principal user record.
Users — Security Section › Users
Enter the user’s contact information. In the new user record, enter Enter Email and Enter Mobile as applicable. Review the information on the User Information tab before proceeding to the other tabs.
Users — Security Section › Users › Users
Review the user’s roles. Select the User Roles tab and review the role information recorded for the user. Continue to the next tab when the user record reflects the intended business access requirements.
Set the user’s branch and warehouse context where required. Select the Branches / Warehouse tab. Review or select selectedBranch and selectedWarehouse for the user record.
Warning: Review the selected branch and warehouse carefully before saving. These selections identify the branch and warehouse information held for the user.
Review approval information. Select the Approval Limit tab and verify the approval-limit information shown for the user before completing the record.
Choose how to save the record.
Select Save to save the user record and remain on the current screen.
Select Save and Close to save the user record and close the screen.
Select Ok when it is available to confirm the current action.
Users — Security Section › Users › Users
Maintain an existing user when details change. Return to Security Section > Users, use Search to find the user, and open the user record for editing. Update the required information and use Save to retain the changes.
Remove a user record only when necessary. From the Users list, use Delete for the applicable record. Use Cancel instead when you do not want to continue with the deletion.
Roles
Users — Security Section › Users
The roles tab presents role-related user records within the Users area. Use this tab to review the role view while managing user records and to identify the role context associated with the Users feature. The available list tools, including Search, layouts, and Columns Chooser, can be used to focus the displayed information.
Teams
The teams tab presents team-related user records within the Users area. Use this tab when reviewing the team view of user information. The tab displays the available team-related records; use Search and the available layout controls to locate and review the information required.
User Information
The User Information tab holds the user’s core contact details. Enter Enter Email and Enter Mobile for the new user as applicable. This is the appropriate tab to review before saving a new company user or principal user record.
User Roles
The User Roles tab holds the role information for the individual user record. Review the information on this tab as part of completing the user record, particularly when the user will work in areas such as Sales, PM, Purchasing, Warehouse, or Finance.
Branches / Warehouse
Users — Security Section › Users › Users
The Branches / Warehouse tab holds the branch and warehouse selections for the user. Use selectedBranch and selectedWarehouse to review or record the applicable branch and warehouse information before saving the user record.
Approval Limit
Users — Security Section › Users › Users
The Approval Limit tab holds approval-limit information for the user record. Review this tab before saving when the user requires approval-related information to be recorded.
Examples
A purchasing officer needs a new user record for a buyer who will work with purchasing activity and warehouse-related information.
Open Security Section > Users and select New company user.
On User Information, enter buyer@example.com in Enter Email and +1 555 010 2450 in Enter Mobile.
Open User Roles and review the role information required for the buyer.
Open Branches / Warehouse and set selectedBranch to the applicable branch and selectedWarehouse to the warehouse where the buyer will work.
Open Approval Limit and review the approval-limit information for the new user.
Select Save and Close to save the user record and return to the Users list. Use Search to confirm that the new user appears in the list.
Tips
Tip: Search for the person’s existing user record before selecting New company user or New principal user.
Note: Use Save when you need to continue reviewing tabs or information after saving. Use Save and Close when the record is complete.
Warning: Use Delete only after confirming that the selected user record is the one intended for removal.
Troubleshooting
Symptom
Likely cause
Fix
The required user cannot be found in the list.
The list is filtered or the required columns are not displayed.
Use Search and, if necessary, use Columns Chooser or select Standard Layout.
The user record is not available after entry.
The record may not have been saved.
Reopen the record if still available and select Save or Save and Close.
The wrong branch or warehouse appears for a user.
selectedBranch or selectedWarehouse was not reviewed before saving.
Open the user record, review the Branches / Warehouse tab, correct the selections, and select Save.
A deletion was started by mistake.
The deletion action was selected unintentionally.
Select Cancel if it is available rather than continuing with the deletion.
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