How to create a user
Let's face it - an ERP system does not run itself. People need to interact with the system to get the best results. This means giving people (users) access to the system in whatever capacity they may need to do their jobs efficiently. All users who are granted access to Paragon must be linked to a security profile. Each profile defines which areas of the system can be accessed. So, before you can create your user, you will have to create user security profiles.
Go to the user management screen
Under the user access card, hit user management.
Add a user
This screen displays all the users created in the system. To add a new user, hit the add new user button on the left hand side.
Fill in the user information
The following screen will pop up:
1 - Enter the email that will be associated with the account.
2 - Enter the full name of the person who will be linked to the account.
3 - Select the user language for the account.
4 - Select the appropriate security profile for the user from the drop-down list.
5 - Optionally, you can link the account to a created person.
6 - If you check this box, the new user will be prompted to create a new password upon login.
7 - If you check this box, you will activate the new user immediately.
When you're done, hit the accept button at the bottom.
When you activate a new user, a username and temporary password with a link to your Paragon will be emailed to the account email you entered in the previous step. If you checked the #6 box in the previous step, the user will be prompted to create a new password immediately after logging in.
What's next?
Now that you have users linked to security profiles, the process above can be used to edit existing users at any time. Need help? Contact us at support@paragon-erp.com
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