Creating a New User Profile

1) Click on the “Security" Section located in the Navigation Bar at the left side of the application.
2) Click the “User” item.
3) Click the “New” User icon located in the ribbon bar at the top of the application.
4) Create a User Name. 

Tip: The "User Name" will be used to log in each time the application is launched. For ease of use, it is recommended that you do not use capitalization or spaces in your User Name. Commonly used User Names include first name.last name, i.e., john.smith, first name and last name with no spaces, i.e., johnsmith, or first initial last name, i.e., jsmith.

       
5) If your new user will only be utilizing the web based version of Capriccio Fuzion and not the web enabled client, then select the “Web Only User” checkbox. This checkbox will automatically select the correct role that will only give the new user permissions to access the web based version (the web based version URL will be supplied in your initial email from your Capriccio Software representative). All other users will not have the “Web Only User” checkbox selected.
6) Use the dropdown arrow next to “Linked Employee” or “Linked Contact” to connect the new user to the appropriate previously created Employee or Contact record.
7) Click the “Reset Password” item located in the ribbon bar at the top of the application.
8) You may use the generic created password or delete (recommended) the generic password and type in a simple password that will be given to the new user. Examples of commonly used initial passwords are: welcome, password, fuzion, and the same text as their User Name. After creating an initial password, click on the reset password button. The Change Password On First Login checkbox will automatically be selected. You will supply your new user with their User Name, password (the initial password you have just created), and installation URL (or in the case of web only users, their web based URL). Once they have installed the software(or in the case of web only users, logged in), the application will prompt them to enter a new password.
9) Before saving your created user, you must add roles/permissions to their user account.

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