CU3

Creating a New User - User Information

Provide the following basic information of the user:

Field

Description

Example Value

User Name

Refers to the user name with which the user can access the Razor ERP application.

John.smith

Full Name

Refers to the full name including first and last names.

John Smith

Start Page

Refers to the page that shows up when the User logs in. Select the Inventory option in order to land in the Inventory page after login. Similarly, you can select Sales Order to land in Sales Order page after login.

Sales Orders

Job Title

Refers to the job title of the user.

Operations

Primary Email

Refers to the primary email address of the user.

info@razorerp.com

Secondary Email

Refers to the secondary email address of the user.


Main Phone

Refers to the main phone number of the user.

215-555-5555

Mobile Phone

Refers to the mobile phone number of the user.


Manager

Refers to the manager whom the User will report to. Select the manager.

Jimbo

Home Phone

Refers to the home phone number of the user.


Time Zone

Refers to the region that observes a uniform standard time for legal, commercial, and social purposes of the user.

(UTC-12:00) International Date Line West

Other Phone

Refers to the other phone number of the user.


Fax

Refers to the fax number of the user.


Active

Refers to whether this user is active or not.

Checked

Locations

Refers to the warehouse locations to which the user is allowed to access to. If the user is allowed to access only California Warehouse, then select the Location as California Warehouse. Multiple options can be selected. For example, the user can be given access to several locations by selecting California Warehouse, Canada Warehouse and North Carolina Warehouse.

Philadelphia Warehouse, North Carolina Warehouse

Default Location

It is important to set the default location. Default location will default all the locations to this location.

Philadelphia Warehouse