You can create users and assign roles according to their duties or positions in the "Users" section.

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The schematic showing how to access the 'Users' catalog

 As the list is filled and for convenience of work, you can change its display settings. Press the "More" button on the catalog right side toolbar and select "Configure list..." from the drop-down listTo access the Users master data, select Administration > Master Data > Users.

By using this form, you can do the following:

• Create and edit user master records.
• Set up the user access to specific functionality by assigning them profiles in accordance with their duties and positions.
• Restrict access to particular records or documents using the Record-Level Security (RLS) functionality. To enable the RLS functionality, open the Administration > Settings > Services form and select the Limit Access on Record Level option.

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The Users list

The list of users includes all the users whose master records are currently valid records in the system. To view also the master records that are not currently valid, select the Show Non- Valid Users check box.

If you don't see a specific user, use the Search field to locate the user by the username. You can change the list display settings to suit your particular needs. To learn more about the lists list display settings, see par. Work Working with the item list.

 Only valid entity users are displayed in this catalog — those who do not have the "Not Valid" check box enabled. To display invalid users in the catalog too, select the "Show invalid users" in the "More" menu. To add a new user, click the "Create" button on the toolbar of the respective catalog.

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'User (create)' form. The 'Main' tab

In the "Full Name" field, enter a user name. This field is required one, as it will be used in the documents. You have to grant access to the information database, so that users can work with the application. To do it, set the check box in the Access to Infobase is Allowed field.

After the access is granted, you can additionally set:

- authentication;

- list displaying option;

- password changing option.

Each user can set the application interface language and run mode.

You can save changes with the "Save and close" and "Save" buttons. A new user will be displayed in the user’s catalog.

You have to set the Access Rights Settings for each user: it is required for the application login.Initially, there are no user master records in the system database. You can manually create user master records at any time.

Toolbar buttons

Click the Create button on the toolbar to add a master record for a new user. For details, refer to Adding a User.

To edit the existing user record, double-click the line with this username or click More actions > Edit.

To assign access rights to an existing user, select the user in the list and click the Access Rights button. For more information, refer to Setting up User's Access Rights.

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See also

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