How to add a user

When you have more than one person who wants to use EQ it is important to create different usernames with passwords. EQ can allow you to restrict certain options to different users and it records an audit trail of actions performed on customers and quotes/orders so it is helpful to have usernames assigned.

When EQ is newly installed there is 1 user who is the administrator. 

This article covers:

Step 1 - How to add a new user

Step2 - How to assign a user to a user group

Step 1 - How to add a new user

Follow these steps to create additional users:

1. Click the arrow under System Config and select Users.
   
   
   
   
2. Click the + Add button and a new blank row appears at the top:
   
   
   
   
3. Type a new username in the Name column and type a new password in the Password column.
   Passwords need to be unique for each user.
   
   
4. Click Update to save and close the screen.

For user specific settings (like own email addresses, delivery addresses or discount/margin restrictions) see the article Users screen and user settings.

Step 2 - How to assign a user to a user group

You should assign users to User Groups which control the options within EQ that are available or restricted to selected users. 

A new blank EQ comes with 1 user group called Everyone.

To create your first user group, see Add User Groups and assign permissions.

Once you have at least one User Group added:

1. Click the arrow under System Config and select User Groups.
   
   
   
   
2. Click a username so it is highlighted (or follow the steps above to add a new user).
   Click the User Groups button on the right.
   This shows a new screen with all existing user groups.
   
   
3. Click a group on the left and click Add -> to assign the group (and associated permissions) to this user. 
   You can repeat to add more than 1 user group's permissions to a user.
   
   
   
   
   
4. Your user is now in at least one group. You can click Update to save and close.

You have now added a user and assigned them to at least one user group. For further information about the Users screen and user specific settings see the article Users screen and user settings.