Creating a new user

To create a new user from the platform click on “User”, then click on “New”.

You will need to provide the following information:

  • Name: Name of the user
  • Lastname: Lastname of the user
  • Role: Role that defines in which modules the user can operate and on which records
  • Position: A description of the role held by the user
  • Username: Username used to access the platform
  • Email: E-mail address of the user
  • Password/Confirm Password: Password used to access the platform

On the right:

  • Timezone: the date/time format applied to dates displayed
  • Lingua: The language of the user’s platform (only English for now)
  • Published: If you want the user to be active, set to YES, otherwise to NO