Creating Users

Creating users involves entering essential user details, such as user type, name, role, user ID, email, and facility. By default, all users are active. However, you also have the option to create silent users. Silent users cannot log in to your Xoro system and also don’t count toward your subscription. They are typically added for reporting purposes. You can enable the silent user option for external sales representatives.

To create a user, go to Menu > Admin > User > User

User Details Fields

Field	Description
Type	This dropdown field allows you to select the type of user. By default, the user type is ERP User.
First Name	This field allows you to enter the first name of the user.
Role	This dropdown field allows you to select the role for this user. Once the user is created, they will automatically have access only to the modules and actions permitted by the assigned role. If you want to prevent a user from appearing in role-based selections (for example, as a Sales Rep in the Sales Order module), update the user's role accordingly or delete/deactivate the user if they should no longer be available for selection.
Phone#	This field allows you to enter the phone number for the user.
Print Requester	This dropdown field allows you to select the user who is responsible for initiating and managing print requests.
User ID	This field allows you to enter an ID for the user. This is the username used to log in. This value must be unique and cannot be modified once the user is created.
Last Name	This field allows you to enter the last name of the user.
Email	This field allows you to enter a valid email for the user. Once the user is saved, they will receive an email at this address instructing them to set up their account.
Facility	This dropdown option allows you to select the physical location or site where the user operates. This field associates the user with a particular warehouse, distribution center, or other logistics facility within the organization.
Restrict Password Change	When a user is created an automatic password is generated for the user. If this option is enabled, it will restrict the user from changing the password.
Time Clock Manager	This field allows you to designate a user as a Time Manager. When enabled, the user gains access to the Admin tab within the TimeClock Entry module, along with permissions to add, edit, delete, and override locked time entries for other users.
Active	Indicates whether the user account is currently active. When selected, the user can access the system based on the assigned role and permissions.
Silent User	Indicates whether the user is configured as a Silent User. Enable this option for users who should exist in the system but are not intended to log in. Silent Users cannot access XoroERP and do not count toward the subscription license.

After entering all the details, click "Save" to create the user.

Please note that if you are adding a new user to your system, please notify Xorosoft to ensure your subscription is up to date.