Adding a new user in Framework
- Matthew Garrett
Open Framework.Navigate to the Security Module.
2. Navigate to the User screen and click New.
3. This will open the User dialog. Click the ellipsis next to Staff. If the new staff member already exists as an entity in Framework, click No, otherwise click Yes.
4. In the Select Entity dialog, select Person and press OK.
5. Fill out the new user's details and navigate to the Roles tab.
6. If additional entity roles other than Staff Member are required, click New and select a role (eg. Salesperson). Click OK
The Staff Member role is added when you hit OK to the 'Person Details' dialog, there is no need to add it as it will get automatically applied once you press OK.
7. You will be asked if you want to add the role of staff member to this entity. If this is a new entity, click Yes.
8. Click OK.
9. Enter a User Name for the account.
10. Enter User Group for the account
11. Set a Password for the account
12. Navigate to the Region/Division tab and click New. Select the Region/Division and Department required.
13. Press OK, the new user account is now set up.
Contact Us
If you are still having issues in relation to this, or any other Framework related issue Contact Us.