Linking a User to an Employee

View - Settings - Security - User administration

In the User profile you can also link the user to an employee in the employee register. If the user has not been created as an employee, you can create a new employee when saving the user profile. When the user is linked to an employee, "Our ref." and other items will be automatically filled in when the user is logged on and is creating documents.

Linking a user to an employee who is not in the employee register

Select View - Settings - Security - User Administration.
Click New to create a new user, or select an existing user and click Edit.
Select Create new user and from the drop-down list Link to employee select Create employee.
Click Save.

The employee is created in the employee register and connected to the user. You should then ensure the facts are correct on that employee in the employee register.

Linking a user to an employee who is in the employee register

Select View - Settings - Security - User Administration.
Click New to create a new user, or select an existing user and click Edit.
Select the person and in the drop-down list Link to employee select Create employee.
Click Save.

The user is connected to the employee in the employee register.

None

(None): Select this if you do not wish to link the user to an employee.