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Create New User - via the import method

Owned by Monica Riordan (Deactivated)
Last updated: 26 Oct 2023
3 min read

You can paste in the EzyPO/DPF Setup sheet to quickly create and setup users. The system will ignore any users already setup in DPF.
You MUST be using the latest version of the setup spreadsheet. You can find this spreadsheet here: EzyPO/DPF User Setup Request Form - Customer Support - Confluence (atlassian.net)
Please ensure that you have removed the example users from the sheet, and that you have filled out the spreadsheet with all of the information.

 

  1. Log into the production with an ADMIN account.

  2. Navigate to User Setup.

  3. Click the 3-dot menu → Import.

 

  1. Open the EzyPO/DPF Setup sheet and ensure all details for each line are populated, keep in mind the following before you paste in the excel sheet:

  • Users will be setup with the first initial and surname for their login:

    • JOHN STERN will be setup with the login JSTERN.

  • Duplicate login names will be setup with a number at the end:

    • If you are setting up JOSIE STERN, and JOHN STERN (JSTERN) already exists, then JOSIE STERN will be setup as JSTERN2.

  • The DPF Modules field in the setup sheet accepts the following values for module access:

    • All Modules = All

    • Orders = PO, Purchase Orders, Orders

    • Invoices = INV, Invoices

    • Expenses = PC, EXP, Expenses

    • Documents = DOC, Documents

    • Suppliers = SUP, Suppliers

    • Journals = JNL, Journals

    • Payments = PAY, CHQ, Payments, Cheques

    • Timecards = TC, Timecards

    • Dist Change = DC, Dist Change

  • All users inserted by this excel sheet will be primed with the User Default settings in the System Defaults for the production database. To ensure quick data entry, please make sure these are filled out.

    • You can view all user setting defaults by navigating to the System Defaults module and searching user defaults in the search bar.

 

  1. Copy the entire Ezypo/DPF setup sheet (select all)

 

  1. Paste into the Import window and hit Save.

 

  1. The screen will refresh and the users should now be inserted. You will now have to send out the invite email for the users.

 

You can quickly find all users requiring an email invite by searching Invite Required in the search field.