Add a New User

Modified on Wed, 11 Sep at 3:49 PM

Users are the members of your team that will log into iCFM. You can add new user accounts to your site at any time, but please note that they may be billable.

To add a new User:

Main menu > Admin Options > User Information
Press Search to view the User list
Select Add in the top right corner (a new User page will open in a new tab)
Enter the User details (Fields with bold captions are required)
Click Save to create a new User Account

Please Note: Once you press Save, the new User will be sent an invitation email with their iCFM login instructions

User Information

Please find information below about some of the key fields on the User page:

User Field		Description
Project Type		The Project Type selected here will automatically new Quotes, Projects, Jobs etc. created by this User
Job Type		The Job Type selected here will automatically new Jobs etc. created by this User
Schedule View		Default View shown when you open the main Schedule page
Landing Page		Default page shown when you first login into iCFM
Security Template		List of your configured User Groups. These Templates approve or deny Users Permissions to access areas of the system. Basic templates are set but can be configured to suit your needs.
P/O Limit		The maximum value Purchase Order that this User can create. If the Purchase Order Limits is exceeded, the department head will be emailed to Authorise the User’s PO
API Access Token		Used to give the User access to the API. The User must have a matching Resource record with the same API Access Token
Checkboxes	Multi-User Account	Used to give the User access to the API. The User must have a matching Resource record with the same API Access Token
	Client Safe Schedule	Displays the main Schedule with limited information, (so Clients can see Jobs without displaying the Job details of other Clients)
	Fast Switching	Fast Switching for DMG Control Users allows Users to switch profiles by entering their initials when starting/stopping DMG instructions
	Default No Charge	When this User creates Misc Cost's and PO’s they will default to No Charge
	Group	This User account is a Security Template
	Enable 2FA	Enables 2 Factor Authentication on this User Account
	Billable	Indicates if the User Profile is Billable due to the User Permissions, i.e. Artists are not billable but Producers are (read only)
	Complimentary	Usually a Billable account which has been offered as Complimentary (read only)