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Creating, Removing, and Editing a User

Creating a New User

  • Click on the Administration Tab and the drop down box appears
  • Select Security

  • Click on Add User
  • The field sections will open up
  • Complete each field
  • The Vendor Role will always be User
  • Click on Update

**Tip: the User ID is always going to be the first initial and last name. Do not enter in the vendor code here. It will be automatically assigned to the new user once created. **

You can find your vendor code by selecting “Return to Main”. You will provide the new user with the Vendor Code with a backslash and the user ID you created. For example:

CLE71655AR\jvendor


Remember to write the user name and password down since the system will not email it to the new user.

**Tip: To locate the backslash, you will find the backspace on your keyboard and select the slash key directly below it **

Example below:

Go to www.fmpilot2.com
You are now ready to log on using the new user name and password just created.

 

Editing a User

  • Click on the Administration Tab and the drop down box appears
  • Select Security

Once you have selected Edit User a window will appear. You will then be able to make adjustments to the specific user’s information. Once you have completed the change you will select “Update” to save.

 

Deleting a User

  • Click on the Administration Tab and the drop down box appears
  • Select Security

You will then select the user you want to delete by clicking on that specific user. Once you have clicked on the user, you will then select “Delete User”. This will prompt another window to pop up and confirm you want to delete. You will select yes and that user is now deleted.

 

 

If you still have questions or need assistance please click on the below button and request help from one of our training/support specialists.

 

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