Step 1.To add users that can use ERP Gold you need to go onto the User Management page from left menu by clicking on Administration then User Management.

Step 2. Once you are on User Management page click on Blue button that says “Add User”.

1.Gold Package: This package based on number of users.

2.Assign Users: It is displaying total assigned user.

3.Total Number Of Users: It is displaying total number of User.

4.Growth Package: This package based on number of modules.

5.Assign Module: It is displaying total assign of module.

6.Total Number Of Module: It is displaying total number of modules.

7.Add User: Users will enter new user record from this button.

8.User Name: This column will show email addresses which are used as user names for logging into the system.

9.License(s): It shows which license is assigned to the user.

10.Setup: Which role is assigned to the user.

11.Change Role: Change to the user role.

12.Edit: This button will edit the current user record.

13.Reset Password: This button will reset user lost password.

14.Next Page Button: Move to next page.

15.Items Per Page: Users can view how many items to show on single page available options are 5,10,20.

Step 3. When user click the "Add User" button it will enter the new record.

1.First Name: User will enter the first name in this field.

2.Last Name: User will enter the last name in this field.

3.Email / Login: User will enter the email in this field.

4.Title: User will enter the title in this field.

5.Password: User will enter the password in this field.

6.Confirm Password: User will enter the confirm password in this field.

7.Selection Tick Box: 

8.Street Address: User will enter the street address in this field.

9.City: Users will enter city name of the user in this field.

10.ZipCode / PostalCode: Users will enter zip code of the user in this field.

11.State / Province: Users will select state of the user location from this drop down list.

12.Country: Users will select country of the user from this list.

13.Work Phone: Users will enter phone number of the user in this list.

14.Mobile: User will enter the mobile number in this column.

15.Save: Users will save record for the new user by clicking on this button.

16.Back to List: Back to the main screen.

Step 4. When user click to the "Change Role" buttom then it will open new screen to change user role.

1.User Name: This column will show email addresses which are used as user names for logging into the system.

2.User Role: which module user can access.

3.Add More: User click the add more button then it will open new screen to add new role name.

4.Save: User click the save button then all data is saved.

5.Back to List: Back to the main screen of user management.

Step 5. User click the "Add Role" button then it will open new screen to add new role name.

1.Role Name: User create the new role name.

2.Save: user click the save button then new role name is saved.

3.Back to List: Back to the main screen of user role.

Step 6. User click the "Edit" button then it will open new screen and edit to the records.

1.First Name: User will enter the first name in this column.

2.Last Name: User will enter the last name in this column.

3.Email/Login: User will enter the email in this column.

4.Title: User will enter the title in this column.

5.Is Active: User will activated or diactivated in this column.

6.License(s): It shows which license is assigned to the user.

7.Role: User will enter the role in this column.

8.Selection TickBox: Click the tickbox company address is same.

9.Street Address: User will enter the street address in this column.

10.City: User will enter the city in this column.

11.ZipCode: User will enter the zip code in this column.

12.State: User will enter the state in this column.

13.Country: User will enter the country in this column.

14.Work Phone: User will enter the work phone in this column.

15.Mobile: User will enter the mobile number in this column.

16.Save: All the record is saved.

17.Back to List: Back to the main screen of user management.

Step 7. Click on the "Reset Password" button next to each record click on it and make changes.

1.New Password: User will Create new password in this field.

2.Confirm New Password: User will Create the confirm new password in this column.

3.Save: Click the save button then all record is saved.

4.Back to List: Back to the main screen.