How to Add a User in ProdSys

Before adding a user in ProdSys, you must first create the employee as a contact. Once the employee is added and all necessary information is provided, follow these steps to create the user account.

Open the Contact / Contact list

Select Employees at the top of the screen.

Click the + Button on the left
Add the employee and ensure that all mandatory information (such as name and contact details) is filled out.

Navigate to Settings > Users.

This will take you to the User List, where you can:

Create a User for the New Employee
Click the + Button at the top left to create a new user.

A list of all registered employees without user accounts will appear.

Select the employee you wish to add as a user.

Enter User Information
A screen will open displaying the employee's contact information and employee number.

Assign the appropriate user roles to the user.

Set a login name and password for the user.

Note Login Details (optional)
Write down the following login details for the user:

These three pieces of information will be required for the user to log in.

The user will receive this information via email when you register the password for the user.

Save the User Account
Once everything is filled out, click Save.

The user should now be active and able to log in.

If you need to deactivate a user, follow these steps:

Go to the User List
Navigate to Settings > Users to view the list of all users.

Deactivate the User
Find the user you wish to deactivate and click their name.

In the user settings, remove all the Roles assigned to the user.

The user will no longer be able to log in once this is done.