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Wizard: Add to Users

         

The Add to Users wizard allows you to create a user for an existing employee directly from the Employee Files. 

When navigating to the Wizards icon and selecting the Add to users option, if the employee is not yet entered in the company's contacts, the following question appears: Do you want to add to the company's contacts?

No Interrupts the process of creating a user.
Yes The employee is added to the company's contacts. When creating a new user from this wizard, the User Settings window opens to  determine user's server roles.

 

If the employee is already in the company's contacts, the User Settings window opens directly. Here, you can set the user's login details and permissions to log.

Warning

The wizard for adding to users will appear in the Taskbar of the Employees File only if the Administration Panel | Personnel has an enabled option Standardize Contacts.

 

 

 

Related topics:

  User Settings

  Employee files

 


 

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