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How do I create a new System User?


Users are basically contacts with login permission. That is why you also find the contacts of your business partners in the “User” window.
You can create new contacts or allow existing contacts to log on to the system by following these steps:


Create a contact

  1. Log on to the system.
  2. Open “User” from the menu.
  3. Create a new record.
  4. Fill in the fields Firstname and Lastname.
  5. Enter a Search Key.

Turn the contact into a System User

  1. Tick the box System User to give the contact user permissions.
  2. In the field Login enter a username.
  3. Enter a Password with at least 8 characters.

Note 1: Make sure the password consists of at least 8 characters or the new record will not be saved.

Note 2: The user can log on using either the login or the email address as username.

Note 3: The username and password are both case-sensitive!

Assign a role to the user to grant permission

  1. Go to the record tab “User Roles” at the bottom of the page.
  2. Add a new role.
  3. Pick the role you want to assign to the user.
  4. Click “Done” to add the role to the list.

    Note: A user can have several roles. In this case they will be asked to choose a role at the login.


This example shows the creation of a user “mf” with the role “WebUI”:

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