System Maintenance

Create New User

Add a person who can log in to Info-X.

On the Users list click Create New User to open the Add New User pop-up. Fill in the identity fields (first name, email), the credentials (username and password), then the organisation fields — role, office type and optional profit settings and customer — and set the permission switches before you save.

Open in Info-X

The screen

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What each number means

1
Add New User
Title of the pop-up that creates a new user.
2
Fill in all required fields
Reminder that the fields marked with a red * must be completed.
3
IDENTITY
Section for the person's name, email and contact details.
4
FIRST NAME *
The user's first name (mandatory).
5
First name box
Type the first name here — placeholder 'Enter first name'.
6
LAST NAME
The user's last name — optional.
7
Last name box
Type the last name here.
8
EMAIL ADDRESS *
The user's email address (mandatory).
9
Email box
Type the email here — placeholder 'user@company.com'.
10
CONTACT NO.
Phone number — optional.
11
Contact box
Type the phone number here — placeholder '+1 (555) 000-0000'.
12
PROFILE IMAGE
A photo shown against the user's name — optional.
13
Upload profile image
Click to pick a file; PNG, JPG or WEBP up to 5 MB.
14
CREDENTIALS
Section for the login username and password.
15
USERNAME *
The login name the user types at app.infox.com (mandatory).
16
Username box
Type the login name here.
17
PASSWORD *
The login password (mandatory).
18
Password box
Type the password — at least 8 characters. The eye icon shows what you typed.
19
ORGANISATION
Section that links the user to a role, office and customer.
20
ROLE *
What the user is allowed to do (mandatory).
21
Select Role
Company Admin, Operation User, Manager, Data Entry, Viewer, Accounts, Sales User, Other, Company Super Admin, Customer Admin or Agent.
22
OFFICE TYPE *
The office the user works from (mandatory).
23
Select Office
Pick the office, e.g. New York.
24
PROFIT CENTER
Code of the profit center this user belongs to — optional.
25
Profit center box
Type the code here — placeholder 'e.g. CORP-01'.
26
PROFIT TYPE
How the user's profit is calculated — optional.
27
Select Profit Type
Fixed (a money amount) or Percentage (a share).
28
PROFIT AMOUNT
The profit figure for this user — optional.
29
Profit amount box
Type the amount here — the $ sign is already in front.
30
CUSTOMER
Limit this user to one customer company — optional.
31
Select Customer
Pick the customer the user should be tied to.
32
PERMISSIONS & STATUS
Section with the three on/off switches for this user.
33
Is Sales Person
Switch marking the user as a sales person.
34
File Manager
Switch giving the user access to the file manager.
35
Is Active
Switch that lets the user log in — off means the account is parked.
36
* Denotes required fields
Fields with a red * must be filled in before you can save.
37
Cancel
Closes the pop-up without creating the user.
38
Create User
Saves the new user so they can log in.

Hover a number to highlight its explanation. Click the screenshot to zoom.

Key areas

Identity

First name and email address are required; last name, contact number and a profile image are optional.

Credentials

The username they log in with and a password of at least 8 characters.

Organisation

Role and office type decide what the user sees; profit center, profit type, profit amount and customer are optional.

Permissions & status

Three switches: Is Sales Person, File Manager and Is Active.

How to use it

1Open System Maintenance → Users and click Create New User.
2Type the First Name and the Email Address (both required).
3Add Last Name, Contact No. and a Profile Image if you want.
4Type the Username and set a Password of at least 8 characters.
5Pick the Role and the Office Type.
6Fill Profit Center, Profit Type, Profit Amount and Customer if they apply.
7Set the Is Sales Person, File Manager and Is Active switches.
8Click Create User.

Tips

First Name, Email Address, Username, Password, Role and Office Type carry a red * and must be filled in.
Roles available in the dropdown: Company Admin, Operation User, Manager, Data Entry, Viewer, Accounts, Sales User, Other, Company Super Admin, Customer Admin and Agent.
Profit Type is either Fixed (a money amount) or Percentage (a share of the profit).
Leave Is Active off to keep the account parked — the user cannot log in until it is switched on.
Use Cancel to close the pop-up without creating the user.