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<< Show table of contents >> User administration > User overview > Create user |
To create a new user, click in the user overview in the menu on New. The tab General opens where you can enter the employee's master data.
In the menu, select Create user to create the new user in status 1 - Employee without user account or Cancelto discard the entries.
NOTE: Create all employees as users who play a role in working with WINPACCS. Not all users automatically have access to WINPACCS Cloud. It is also possible to create users, for example to assign them to a Cash book as a countersignatory or a bank account as an authorised person.
To give a user access to WINPACCS Cloud the registration process must also be completed. Start this as a user administrator in the individual view of a user using the Activate user account function. The user receives the status 2 - Waiting for activation of the user account by user. The system sends an e-mail with a registration link to the user. They must use this to confirm their e-mail address and set a password. Once this has been done, it receives the status 3 - Active user account and can log in to WINPACCS Cloud .
In the meantime, as the user administrator, you can already make the project and role assignments to set up the user's authorisations. |