Adding a user
A user can be a simple user, an employee or a customer.
To let your employees or customers use Akuiteo, you must create user record sheets and specify the rights and restrictions for each user. You can also associate a user profile.

This screen can be accessed via People > User management > > New employee user.

1 | Click on the User tab. |
2 | Check the relevant box to specify whether a user is a secondary user. If it is the case, then you must indicate the main user as well. |
Main and secondary users:
- Some of your employees need to have several logins and passwords. For example, an employee can be a sales manager in a company and the CEO in another company. Therefore, 2 profiles with different user rights are needed in the 2 companies.
- 'Standard' users are considered as main users. You can link several secondary users (who can be linked to the same employee) with their associated rights and partitioning.
- You can therefore log in with the main user's login and password and "change user" without logging out, from the context modification dialog box (CTRL+J).
- This system can be used to change user profiles in case of a delegation for example.
3 | Enter the user code required to log into Akuiteo. |
4 | Fill in the employee's code, last name and first name. This link is used in the interactive dashboard. |
5 | Enter the password associated with the user code (encrypted), then enter it again to confirm. |
6 | Specify the company with which the user will be automatically associated when logging into Akuiteo. |
7 | Enter the different journals (purchase, sales, cash and miscellaneous transactions) to which the user will be automatically linked when logging in. |
8 | Enter the user's exit date. The code cannot be used after this date. Note that a user cannot be deleted because the ID is associated with all the management objects the user has created or modified. |
9 | Enter the employee's accreditation level (a number between 0 and 999). This number will be reused when creating events for example. |
10 | Check Launching of IDB on start-up if you want the interactive dashboard to be automatically started when the user logs into Akuiteo. |

1 | Click on the Partitioning tab. |
2 | Enter the company name(s) to which the user is linked. If you want the user to only access the information linked to the specified companies, check Partitioning by user's company. |
3 | [Optional] Indicate the entity to which the user is linked and select the following options: |
- View of the current entity: automatically enters the user's current entity in the Entity field of the user context. The user can modify this context.
- Systematic advance display of the user entity: when a user creates a management object, automatically enters the user's entity in the object's Entity field, even if a different entity is entered in the user's context.
- Partitioning by entity.
- No partitioning by entity.
- Determination of the sales or purchases journal, according to the entity.
4 | Indicate if the user can update the different types of schedules that are suggested. Specify the type of control performed: sends a warning message or totally interrupts the action. |

1 | Click on the Rights tab. |
2 | If you want to use a profile that is already set up, select it in the Profile field. |

Usually, the extranet user is an employee, a sales or a supplier contact. This user can access web interfaces such as the Customer Portal.
This screen can be accessed via People > User management > > New extranet user.
To directly create an extranet user from a contact record sheet, you must enable the DMF 090133 ADMINISTRATOR SETUP EXTRANET USER MANAGEMENT.

1 | Click on the User tab. |
2 | Enter the user code required to log into Akuiteo. The ID number must be unique and be a positive number. |
3 | Enter the last name, first name and password associated with the user code (encrypted), then enter it again to confirm. |
4 | Enter the user's exit date. The code cannot be used after this date. Note that a user cannot be deleted because the ID is associated with all the management objects the user has created or modified. |

1 | Click on the Rights tab. |
2 | If you want to use a profile that is already set up, select it in the Profile field. |

Start a search for contacts.
1 | Select one or several contacts and right-click on your selection. |
2 | Click on New extranet users. |
3 | In the window that opens, indicate the type of password to use in order to log into the various web portals. |
4 | Select the right profiles you want to associate with the user and validate. |