Anveo Knowledge Base

Anveo Mobile App / Add Anveo Users / Create Anveo User
Anveo Mobile App
Dynamics

Create Anveo User

To set up a Anveo User proceed as follows:

  • Insert the Anveo User as a new record in the list of Anveo User.
  • Go to the card of the Anveo User and set a language.
  • Assign roles to the Anveo User via Roles with corresponding companies. (Anveo Legacy C3 version only)
  • Define a password for the Anveo User.
  • Assign a main menu to the Anveo User (for each client in each case one).
  • Define a default company for the Anveo User (in tab Mobile App of the Anveo User card).
  • Assign synchronization packages to the Anveo User (see here).
  • Optional: Assign the Anveo User a relation type and relation code, if it is to receive only a certain view of the data in the clients.
  • Synchronize the rights of the Anveo User and replicate him so that he is available in Anveo Web Store and/or Anveo Server.

After performing all the steps you can log in with the Anveo User.

If a restart of the Anveo Web Store or Anveo server is required, replicating all Anveo Users is recommended you find that function within the Anveo Setup.