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How do I create a system user?

Overview

System users are contacts (users) with access permissions to your system.

Steps

  1. Open the entry of an existing user or add a new one.

Turn the contact into a system user

  1. Check the box System User to grant user permissions to the contact.
  2. In the field Login, enter a username.

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

    Note 2: Please bear in mind that the username is case-sensitive!

Set a password

  1. Start the action “Change Password”. An overlay 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 entry will not be saved!

    Note 3: Please bear in mind that the password is case-sensitive!

    Note 4: Press and hold to see the password.

  3. Re-enter the password in the field New Password (retype).
  4. Click “Start” to accept the new password and close the overlay window.
  5. metasfresh saves the progress automatically.

Next Steps

Example


Zur Quelldatei auf github.com