Add Admin Users

Add Admin Users

Overview

The system module provides functionality for creating an administrative user profile within the system. By default, the user who creates the system will be automatically assigned administrative privileges for that particular system. As an administrator, the user has the authority to designate one or more additional administrative users for the system. Administrative users are empowered to make changes to system settings, delete systems, and alter any other relevant system configurations as needed.

Step 1 - Start the Add Admin User Wizard

  1. Go to the Admin Users screen under the system edit. 
  2. You can view a list of admin users when you access the screen. This list will display at least one admin user and cannot be left blank. You will be automatically designated as an admin user if you haven't specified any admin users. 
  3. Any admin user can add one or more users to the chosen system.
  4. To start the admin user wizard, click the Add button provided in the action area on the screen. This will initiate the add system wizard.

Step 2 - Introduction

  1. Upon clicking the Add button, the Introduction screen will appear.
  2. The Introduction screen will provide you with an overview of the wizard.
  3. You will view the following elements on the screen:
    1. The "Completed" drop-down will initially display a value of "0". As you move through the wizard and complete the steps, this value will increase accordingly. You can always select the value from the drop-down to return to the completed screen and view the details based on the steps you have completed.
    2. The progress bar will display the total number of steps and the step you are currently on.
    3. A "Hide/Unhide" icon is provided to increase the working area of the screen.
    4. The toggle button labeled "Show every time you use this wizard" will ensure that the introduction screen is always visible. By default, the toggle button will be enabled. This means that whenever you start the "add admin user" wizard, the Introduction screen will be shown. If you disable the toggle button, the next time you initiate this wizard, the Introduction screen will be skipped.
    5. At any given time, you can cancel the wizard using the Cancel button.
    6. Click on the Next Step button to proceed.

Step 3 - Add Admin User

  1. The Add Admin Users screen appears, showing a list of contacts. be displayed.
  2. A search field is available to find contacts by name. Additionally, a Business Partner drop-down menu allows you to search for contacts based on the business partner.
  3. The screen will display your contacts; if you have no contacts yet, it will show an empty list.
  4. To add an admin user to the selected system, select a contact from the list, which will then be highlighted. 
  5. You can select one or more contacts. To go back, click the Previous Step button. You can cancel the wizard at any time by clicking the Cancel button. 
  6. Click the Next Step button to continue.

Step 4 - Summary

  1. Upon clicking the 'Next Step' button on the 'Add Admin User' screen, the 'Summary' screen will be displayed. 
  2. It will present a confirmation message upon the successful addition of the admin user to your system. 
  3. Once this success message appears, you may close the wizard by selecting the 'Close' button.


  1. The newly added admin user gets listed on the screen.




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