How to Create a User

Introduction #

Creating and managing user accounts is a crucial aspect of maintaining a secure and efficient ERP system. This guide will walk you through the steps required to create a new user in the Cosmic ERP User Management module.

Prerequisites #

There are no prerequisites for creating a user in Cosmic ERP.

Steps to Create a User #

1. Login to Cosmic ERP
   • Enter your credentials and click on the login button.
2. Navigate to User Management
   • Once logged in, locate and click on the ‘User Management’ option from the main menu.
3. Access User Section
   • In the User Management module, click on ‘User’.
4. Initiate User Creation
   • Click on the ‘create’ button to start creating a new user.
5. Enter User Details
   • User Name: Enter the name of the new user.
   • User Email: Enter the email address of the new user.
   • User Role: Select the appropriate role for the new user from the dropdown menu.
6. Enable Login for User
   • Click on the ‘login is enable’ toggle button to enable login for the new user.
7. Set User Password
   • Enter a password for the new user.
8. Save the New User
   • Click on the ‘create’ button to save the new user details.

Conclusion #

Creating a new user in Cosmic ERP is a straightforward process that allows you to manage user accounts efficiently. By following these steps, you can add new users and assign them the appropriate roles to ensure they have the necessary access within the ERP system.