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This text refers to program version 8.5  

Create Menu - Persons - Named User

This page describes the 'Named User' function on the Create menu in the 'Persons: Browse' window. If you are using iOS or Android, the 'Named User' function is on the + menu.

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The 'Named User' function allows you to create a Named User with a Mailbox and a connected record in the Contact register in one step. This saves you the work of creating the Mailbox and Contact record separately.

To use this function, open the 'Persons: Browse' window and choose 'Named User' from the Create menu (Windows/macOS) or + menu (iOS/Android). The 'Set up User' window will appear:

You must enter a Signature (log-in ID), Name and Email Address to create a new user, but the other information is optional. Do not include commas or full stops in the Signature. The Email Address will become the new user's StandardID.

When you press the [Finish] button, a new user will be created. The 'Set up User' window will be closed, returning you to the 'Persons: Browse' window.

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 as well as to send and receive Mail;
  

• 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 'Set up User' window; and
  

• a validation email will be sent to the Email Address. The user should follow the link in this mail to validate the address and to supply a password for the StandardID: they will not be able to log in until they have done this.

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 after they have supplied a password.

Before the user logs in for the first time, you may want to assign them to an Access Group, to restrict the access they have to your Standard ERP system.

Note that the Name will be copied to the Name field in the Person record but also to the Our Ref field on the 'Sales' card as a default.

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The Person register in Standard ERP:

• Introduction
  

• Entering a Person Record
  

• Operations menu
  

• Create menu, including:
  
  • Mailbox
    

  • Named User
    

  • Validation Email
    

  • Workflow Activity
    

  • Tag/Object

Go back to:

• Home page for System Module manual
  

• Home page for Standard ERP manual

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