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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Adding a new user
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Adding a new user

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Posted on by BN-22111731-0 4
How do you add a new user?
Categories:
Dynamics 365 Customer Service
  • Suggested answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 498 Super User 2025 Season 1 on at
    Adding a new user

    My response was crafted with AI assistance, tailored to provide detailed and actionable guidance for your query.
    Here's how to add a new user in Acumatica ERP:

    1. Navigate to User Security:

    • Go to System > Security > Users.

    2. Create a New User:

    • Click the New button to create a new user record.

      •  

    3. Fill in User Information:

    • User ID: Enter a unique identifier for the user.
    • User Name: Enter the user's full name.
    • Email: Enter the user's email address.
    • Password: Set a strong password for the user.
    • Confirm Password: Re-enter the password to confirm.
    • User Type: Select the appropriate user type (e.g., System User, Employee User).
    • Employee: If applicable, associate the user with an employee record.

    4. Assign Security Roles:

    • Click the Security Roles tab.
    • Select the appropriate security roles for the user. These roles will determine the user's access permissions.

    5. Set Other Preferences (Optional):

    • Preferences: Configure user preferences like default company, preferred language, and date format.
    • Notifications: Set up email notifications for various system events.
    • Password Policy: Enforce password policies, such as password expiration and complexity requirements.

    6. Save the User:

    • Click the Save button to save the new user.

    Additional Tips:


    • Best Practices: Follow best practices for password security and user management.
    • Testing: Thoroughly test the new user's access permissions to ensure they have the necessary privileges.
    • User Training: Provide adequate training to new users to help them navigate the system effectively.
    • Regular Review: Regularly review user permissions and update them as needed to maintain security and efficiency.

    By following these steps, you can successfully add new users to your Acumatica ERP system and assign appropriate security roles to control their access to system features and data.

  • Suggested answer
    Muhammad.Affan Profile Picture
    Muhammad.Affan 4,466 Super User 2025 Season 1 on at
    Adding a new user
    Hi There,
     
    Follow the steps as mentioned in the video: 
     
     
    Thanks
    Affan
    If my suggested answer has helped, please mark it as verified.
  • Suggested answer
    prlopes90 Profile Picture
    prlopes90 48 on at
    Adding a new user
    Hi,
     
    You can follow this step by step guide:
     
     
    BR

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