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Settings → Users → Invite User → Fill in the required fields * = which fields are required to save a user. → Save User


Field

Required?

Description

First Name

Yes

Users First Name

Last Name

Yes

Users Last Name

Email Address

Yes

This is the users email address

Telephone

Yes either a Phone or Mobile must be entered

No

Users Contact number

Mobile

Yes either a Phone or Mobile must be entered

No

Users Mobile Number

Group

Yes

Select which Group the user needs to belong to

Address

Yes

Users Address (Showroom/Site/Office)

TimeZone

Yes

Time zone of user. This will default to the organisations time zone initially.

Language/Culture

Yes

Language/Culture of the user. This will default to the organisations time zone initially.

Email Template

No

Leave this field blank, BUZ will send the required email template.

User Resource Mapping

Yes*

No - Use as required

  • Select Customer's Name → Company Name → required for Customer User (ensure you have set up a customer card first). Click here for instructions on inviting customer user

  • Select Sales Representative → Sales Representative → required for Sales Representative Group

  • Select Installer → Installer → required for Installers Group

*Required for selected groups

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Example of User Resource Mapping

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