Add a user

Add a user

Part 1: Create a new user
1. Click to open the UsersMaint form.
2. Click the Filter In Place item.
3. Click Create a new object in the current collection.
4. Type [your first initialyour last name] in the User Name field. For example, if your name is Ted 
Smith, type tsmith.
5. Type [Your first name Your last name] in the Description field. For example, if your name is Ted 
Smith, type Ted Smith.
6. Click the Editing Permissions drop-down arrow.
7. Click the Basic list item.
8. Click the first row below the Group Name column on the Groups tab.
9. Click Create a new object in the current collection.
10. Click the Group Name drop-down arrow.
11. Click the Inventory list item.
12. Click the Additional Info tab.
13. Click the Multi-Site Group drop-down arrow.
14. Click the DALS list item.
15. Click the Save button.
Part 2: Setup the modules for the new user
1. Click User Modules. The User Modules (Filter In Place) form opens.
2. Click the Filter In Place item.
3. Click to select the User id that was changed in Part 1.
4. Click the Module Name drop-down arrow.
5. Click the Transactional list item to assign the user to this module.
6. Click the Save button. 
7. Click to close the User Modules and the Users forms.
8. Click the System menu.
9. Click the Sign Out menu item. The Sign In window displays.
Part 3: Log in to the CloudSuite application with the new user credentials
1. Type [the user ID you just created] in the User Name field.
2. Verify EDU1_DALS is selected from the Configuration drop-down list.
3. Click the OK button. The Syteline (EDU1) application window opens.
Part 4: Confirm that the new User can access Forms
1. Click to open the Items form. The Items (Filter In Place) form opens. You are able to open this 
form because you have inventory group permissions.
2. Click to Close the form, cancelling unsaved changes to close the Items form.
3. Click to open the Customer Orders form. A Syteline (EDU1) dialog box opens with the 
message, “Unable to load form Customer Orders. You do not have permission to run form 
Customer Orders.” You are not able to open the Customer Orders form because it is not an 
inventory related form and you only have inventory group permissions.
4. Click the OK button.
5. Click the System menu.
6. Click the Sign Out menu item. The Sign In window displays.
Part 5: Setup the newly created User with “Super User” permissions
1. Type sa in the User Name field.
2. Leave the Password field blank.
3. Click to select EDU1_DALS from the Configuration field.
4. Click the Sign In button. The Syteline (EDU1) application window opens.
5. Click to open the Users form.
6. Click the Filter In Place item.
7. Click to select [the user ID you created] in the left pane.
8. Click to select the Super User check box.
9. Click the Save modified data and close form (OK) button to close the Users form.
10. Click the System menu.
11. Click the Sign Out menu item. The Sign In window displays.
12. Type [the user ID you created] in the User Name field.
13. Click the OK button. The Syteline (EDU1) application window opens.
14. Click to open the Customer Orders form. The Customer Orders (Filter In Place) form opens. 
Because you were given super user permissions, you are now able to access this form.
When a user is designated as a super user, all other permissions are overridden 
and the user has the full set of system rights.
15. Click the Close form button, cancelling any unsaved changes

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