Creating Everest users

Overview

This article will describe the method for creating Everest Users.

Information

Complete details related to user management can be found in the "Ch. 2: Setting Up a Company: Security" article.

Creating a user

1. From the main menu bar, select File > Setup > Users > Users to open the Users browser:
   
2. From the Users browser, select Options > New > In New Window to open the New User Profile:
   
3. The mandatory fields that need to be filled for a user to be generated are:
   1. Code
   2. Zip/Postal Code
   3. First Name or Last Name
   4. Password
      • Can be found on the Security And Time Clock tab
      • Must have at minimum: 1 alpha character, 1 numeric character, 1 symbol, and at least 7 characters
      • Must be distinct
4. On the Miscellaneous tab, use the drop-down menus to fill in the user default Location, POS Cash register, Designation, Reporting To, and Dashboard fields.
5. Click on Save to store the new user