Click the icon "Programs" to show the Main groups of programs then proceed clicking the following:
Core>System Services>Security and Audit Logs>System Users
Please note that this procedure is not applicable in the Sample Group of Companies of Ikonomikal. This program will appear only to the administrator access of the subscribed database. The subscriber and outright administrator can assign the administrator access to another user.
How to create a System User
1. Click the icon New Document Entry
2. Go to New Email ID and put the email address of the user. The user name will automatically appear. It will not if the user did not sign up yet.
3. Go to User Group, click the user finder icon and select the User Group
It is in the User Group where the access to specific programs is defined. The procedure on how to create User Group is in another procedure.
4. Go to Branch, click the user finder icon and select the default Branch or Company
5. Go to Department, click the user finder icon and select the default Department
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| General page |
Optional:
6. Put your Report Initials to appear in the documents such as your name or alias
7. Click the My Picture box and put your image by clicking Options where you have to select either Select An Image, Take A Picture or Draw An Image
8. Click the My Signature box and put your signature image by clicking Options where you have to select either Select An Image, Take A Picture or Draw An Image
Optional Settings page
1. My Employee box to put your employee number. This is required in the next box.
2. Click (HR) Show Only Documents Related To Me. Meaning the access will only be the documents related to the employee number indicated in the above box
3. Select in the (SC) My Salesman # if the employee belongs to a sales team
4. Select in the (SC) My Purchaser # if the employee belongs to a purchase team
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| Optional Settings Page |
IP Address Lock page (optional)
Click the icon + (plus) to add the IP address if there is a setup of IP Address. Click - (minus) to remove
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| IP Address Lock Page |
Workflows page (optional)
Click the icon + (plus) to add access to the selected workflows if there is a setup. Click - (minus) to remove.
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| Workflows Page |
Then click SAVE icon to automatically appear the user code.
At this point, Ikonomikal just sent an email to the user that the user is invited to become the user of the company database. The invitation process is one of the Security Features of iKonomikal Cloud ERP.
Any user who signed up will not become a user of any subscribed company unless the user email address is invited by the subscriber/administrator and the user has accepted the invitation.
Acceptance of invitation by the user is in a separate procedure. It is only upon acceptance of invitation the user can see the company database and the access to the assigned programs.
END of procedure.
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