Before you add a new user to Coins ERP+, you need to decide which group (or groups) they will belong to. If an appropriate group does not exist, you need to add a new group. For more information about groups, see User Groups.
You may want to decide beforehand on a convention for user and group IDs. For example, initial and first seven letters of last name, or first three letters of forename plus first three letters of last name. Remember that user and group IDs must be unique.
📌Note: Any changes you make to an existing user record using Users will only take effect the next time the user logs in, so if the user is already logged in, you may want to ask them to log out before you make changes. You can find out if a user is logged in using the Current Users inquiry.
For details of how to add a user, see Adding a New User to COINS.
When you have added the user record, you may also need to do one or more of the following:
Set up the user view (see User View Set Up).
Set up job security for the user (see Account and Job Security).
If they are a buyer, set them up as a buyer in the Procurement system (see Buyers in the Procurement Set-Up Guide).
If you are using the timesheet system, set them up as an employee (see Setting up employees and rates in the Job Status Guide).