- Log in to the Prima Administration
- Click on User Administration
- Click on the Create New User button
- Once in the User Details screen, fill in the details as required. When selecting a user level you will need to ensure that you set Permissions to normal users; a BOSS user has full access rights.
- The Username is what will be seen at the top of Prima once logged in
- The Login name is what is used to get in to Prima. The first log into Prima does not require a Password, this can be added once logged in by going into Settings > Change Password
- Set the User Level
- Assign a Department
- Give the user a Purchase Level if applicable. If the user is to purchase then this must be set to a value
- Choose whether or not the user can change Sales Costs
- Set the Default Depot ( Warehouse Location)
- Add Travel and Labour Costs is using FSM
- If this user is going to be sending emails dont forget to enter the Email and Send from Email Account
Adding a New User Print
Modified on: Fri, Mar 4, 2022 at 4:02 PM
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