7.1

Table Of Contents
2.2.4 Add departments
To add a department to a company:
1. Click Companies in the Menu bar. The Companies overview page is shown.
2. Select a company from the overview by clicking on the company name.
3. Click Departments in the side menu. The Departments overview page is shown.
4. Click Add. The Add Department dialog appears.
5. Enter the Department name.
6. Click Save to store the changes. You have now added a department, which is added directly to the
companies' Departments overview.
Note: After creating a new department it is possible to modify the Department Properties and add the
Department Address information. On the department's address page the checkboxes for Use
company address are enabled by default; the system automatically takes shipping and billing
addresses from the company. If this option is not required, please click in the checkbox to allow
different shipping and billing addresses to be entered.
2.2.5 Add users
To create a new user account for a company:
1. Click Companies in the Menu bar. The Companies overview page is shown.
2. Select a company from the overview by clicking on the company name.
3. Select Users in the side menu.
4. Click Add. The following dialog appears:
Enter basic information about the user
5. Enter the required information:
User Name and Password: These fields define the information required to logon to the system
and need to be entered in the Login page.
Role: The selected role defines the privileges and access level of the user.
Department: Select a department to which the user belongs (if available). It is possible to assign
users to more than one department, by holding the shift key and clicking all the departments to
which the users belongs.
Login: Set this option to Enabled to allow the user logon to the system.
First, Last, Gender, Job Title and E-mail address: The values of these fields are used in the
ordering process and can be used as default values for user input fields in the New Document
section.
6. Click Save. You have now added a user, which is added directly to the companies’ User overview. When
more users need to be added click Add again.
How to - Company Tasks
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