PECOS Admin » 21. Users » 21.1 Create a New User Profile

21.1 Create a New User Profile

To add a new user, you will need to provide the following information on the User Profile pages. Much of this information is mandatory. It is recommended that you design a data capture sheet to collect all the required profile data for your users to make profile creation more efficient.
Fig 20.1 - Menu tabs (user profile).png

To manage users click on the Users > Profile tab to open the User Profile screen.

The six User Information sub sections, detailed below, must be completed:

  • User Information
  • Organisation Level
  • User Settings
  • User Roles
  • External Order Processing
  • User Delivery Address

All User information sections must be entered and saved before your new user can be assigned to Buy-for Users, Procurement Cards, Groups and Roles and Dynamic Options (see User Assignments).

User Information
Organisation Levels
User Settings
User Roles
External Order Processing
User Delivery Address

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