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FactoryLogix Learning

Create a user

ADMINISTRATOR

You can create FactoryLogix users in the System Configuration > Users and Roles area of the FactoryLogix Office client application.

  1. Log into the FactoryLogix Office client application.
  2. SelectĀ System Configuration System Configuration buttonĀ > Users and Roles.
  3. On the Manage People tab, selectĀ Add New User/GroupĀ Add User button.

    Manage People tab



  4. In the Add User / Group dialog, enter an email address in the in the E-Mail Address field.

  5. Enter a First Name and Last Name for the new user.

  6. Select a role for the new user on the Roles tab
  7. Select OK to create the user and return to the Manage People tab.

    An email invitation is generated automatically and sent to the new user's email address.Ā 

    New user email invitation

    The new user accepts the invitation to join your FactoryLogix deployment by creating a login and selecting the Create button.


    The Invite Status field on the Manage People tab will change to Invite Accepted.

    New user details

    If a user doesn't accept the email invitation and create a new account, you have the option to resend the email invitation to the user by selecting the Resend Invite button as shown in the following illustration.

    Resend Invite button

    Note:

    User IDs must be unique. If you enter a user ID that is already in use, a Red X will display next to the name to indicate you must enter a different user ID.Ā 

  8. (Optional) On the Manage People tab, enter a Phone Number for this user under User Information.
  9. (Optional) To add a photo or avatar for this user, select the AddĀ Add button button on the right side of the window, locate the desired image file, then select Open to upload the image.
  10. To change the role of this user, select the Add Add buttonĀ button under Roles, select a role from the Available Roles drop-down in the Add Role dialog, then select OK.

    Add Role dialog

    Note:

    For more information about user roles, seeĀ About user roles.

  11. When you are satisfied with the details for this user, select Save.



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