User Creation
Overview
Every Capriccio Fuzion user will start with an Administrator account. Your Administrator account is not included in your total amount of user licenses. Example: If you have signed up for 4 users, you will have your Administrator account and an additional 4 users that can be created. The Administrator account will be used to create new users, make company-wide changes to layouts, and perform additional security operations that cannot be accessed by a normal user account. If a user is created and added to the Administrators role, the Administrator account should no longer be used. A user account which belongs to the Administrators role can perform the same functionality as the Administrator account.
Every user created in Capriccio Fuzion should be linked to an employee or contact record. Employee records are used for company employees, and contact records are used for 1099 contractors, i.e., Subcontractors, Independent Contractors, Outsourced personnel where 1099 forms are used in lieu of W-2 statements. Employee records must be linked to an Administrative Business Unit, while Contact records must be linked to a Company record. When creating a user, it is important to consider whether the user will be set up as either an employee or a contact, and follow the appropriate steps.
Next: Creating Employees and ContactsPrevious: Initial Installation
Step 1: Creating Employees and Contacts