Create a User

Users for Vroozi Invoice, Purchase, Sourcing and Purchase Express modules can all be created from this tool. 

Role: Admin

Process

To create, view or edit a user, access the ‘Users’ from the ‘Master Data’ category in your navigation panel located on the left of the dashboard. 

Select the ‘Create a New User' button highlighted in green.  

1. Complete Basic Information.  
2. Select ‘User Role.’ For each Vroozi Module, click the downward arrow to view the specific roles within that category.

• Many user roles can be combined. Those which cannot be combined with a specific role will be grayed out once an incompatible role is selected. 

3. Complete the remaining fields, indicating the Accounting classifications for the user. Classifications listed are based on the accounting string and addresses configured in your Master Data; ‘Addresses’, ‘Organization’ & ‘Accounting’ set up.
   • As you begin typing in each field, the previously creating accounting segments will populate. 

4. Once all fields are complete, click the blue ‘Save User’ button.

   

5. Within seconds of creation, the new user will receive email notification of their new Vroozi account and proceed with instructions to complete the user setup.