Add a user who is also an employee

If you employ a new employee, you first add him/her as an employee in Profit HR. This automatically creates a new person in Profit CRM. You then use the Authorisation tool to add the user and link the user to the person. This will automatically create the link between user - person - employee.

To add a user already recorded as an employee:

1. Go to: General / Management / Authorisation tool.
2. Go to the tab: User maintenance.
3. Go to: User / New user (or click on ).
4. Enter the full name of the employee.
5. Click on: the check button to the right of the Name field.

   

6. Click on: Matching persons.

   You see a search window showing persons whose names match the name you entered.

7. Select the person you want to link to the user.
8. Click on: OK.

   Profit copies the person's data to the window and you cannot change it here.

9. Click on: Next. 
10. Enter the login name in User.

    If you are using Windows authentication in Profit, you must use the same user names for Windows and for Profit.

11. Click on: Next.
12. Set the access.
13. Click on: Finish.