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How do I create a new System User?

Overview

Users are basically contacts with login permission. That is why you will 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:

Steps

Create a contact

  1. Log on to the system.
  2. Open “User” from the menu.
  3. Create a new User.
  4. Fill in the fields Firstname and Lastname.
  5. The Search Key is an automatically assigned serial number. However, if required, it can also be assigned manually instead.

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.

    Note 1: The user can log on using either the Login or the Email Address as username.

    Note 2: The username is case-sensitive!

Set a Password

  1. Go to the actions menu (Ctrl + 1) and start the action “Change Password”. A new window opens up.
  2. Enter a New Password with at least 8 characters.

    Note 1: An Old Password is not required if a new user is created.

    Note 2: Make sure the password consists of at least 8 characters or the new record will not be saved!

    Note 3: The password is case-sensitive!

    Note 4: Press and hold to see the password.

  3. Repeat the password in the field New Password (retype).
  4. Click “Start” to apply the new password and close the window.
  5. metasfresh saves the progress automatically.

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.

Example

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


Zur Quelldatei auf github.com