From the Users menu, select Create user. A form with three tabs opens.
1. User information
Enter the following details:
Nickname: the user’s short name or alias.
Login and contact details: email address, mobile number, telephone extension, and password.
Personal information: first name, surname, and photo.
External identifier: a value used to identify the user in integrations with other tools.
2. Roles and permissions
Assign roles and permissions that match the user’s responsibilities within your company.
Each permission includes a description of the actions it allows. Select a permission to see which role grants it.
3. Email synchronisation
Enter the details needed to configure email synchronisation. This configuration connects the user’s mailbox to Sage Sales Management.