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This text refers to program version 6.2  

Operations Menu - Create New User

This function is available from the 'Persons: Browse' window. It allows you to create a Named User with Mailbox and connected record in the Contact register in one step. This saves you the work of creating the Mailbox and Contact record separately.

When you choose 'Create New User' from the Operations menu, the 'Create New User' window appears:

You must enter a User Name and Full Name to create a new user and you should enter a password, but the other information is optional. The User Name is the same as the Signature (the log-in ID).

When you click the [Save] or [Save and New] buttons, a new user will be created. In the case of [Save], the 'Create New User' window will be closed, returning you to the 'Persons: Browse' window. In the case of [Save and New], a new 'Create New User' window will be opened, allowing you to begin creating another user.

When you click [Save] or [Save and New], behind the scenes the process of creating a new User Account includes the following:

  • a new record for the user will be created in the Person register (as a Named User);

  • a new Mailbox will be created for that user, allowing them to use the Personal Desktop; and

  • a new record for the user will be created in the Contact register, containing the information that you entered in the optional section of the 'Create New User' window.
The Person record, Mailbox and Contact record will be correctly linked together, so the user will be able to log in and begin work immediately. But before the user logs in for the first time, you may want to give them an Access Group, to restrict the access they have to your Books by HansaWorld system.

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