Creating a New User

Prerequisites

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Email: Enter the email address of the User.  This is used as the username when the user logs in to the system. This field is required to login to the system.when new user record is being created and the field is not editable after the initial save. 

First Name: Enter the First Name of the User.  This field is required.

Last Name: Enter the Last Name of the User.  This field is required.  Note: First Name and Last Name combination is used in certain warning messages and transaction properties.

Phone: Enter the Phone Number of the User.  The number can be entered with a dash separator.

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License Type: Select the License Type from the dropdown menu.  This There are two different License Types, System and Portal. A System user will have access to all of NorthScope depending on the Security Group the user belongs to. A Portal user will only have access to specific Report functions of NorthScope.  This field is required.

Default Company: Select the Company from the dropdown menu which will be the default for the user when they login to the system. 

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Access: Check the box/boxes to allow users access to the selected company/companies.

Security Group: Select the security group name (previously setup) from the dropdown menu for the user. This field is not required to save the user record, but a user is prevented from logging in to the system until a security group has been assigned. This field is always editable.  For  For more information on Security Groups, see the user guide here.

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Default Inside Salesperson: An  This field allows to configure a default inside salesperson can be selected from the dropdown menu as a default for the user when creating sales ordersfor the user. This is used as the default inside salesperson property on Sales Order transactions. The drop-down menu displays all active inside type salespeople configured in the system. This field is not required and is always editable.

Default Salesperson: An  This field allows to configure a default outside salesperson can be selected from the dropdown menu as a default for the user when creating sales ordersfor the user. This is used as the default salesperson property on Sales Order transactions. The drop-down menu displays all active outside sale type salespeople configured in the system. This field is not required and is always editable.

Date Format: This field allows a date format preference for the user.  The drop-down menu displays three different date formats available to the user.  The selected date format will be displayed throughout the system for the user.

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