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Add an existing Dimensions or Supply Chain user to FocalPoint

The User Creation Wizard in FocalPoint creates both the FocalPoint user and also the Dimensions or Supply Chain user - therefore if the Dimensions/Supply Chain user already exists, you cannot use the wizard to create the FocalPoint counterpart.

Instead, you simply have to move the user into a FocalPoint profile and then populate the fields as needed:

  1. Log in to FocalPoint Administrator.

    • **you must log in with a System Administrator account (such as the SA)

  2. Go to System Control, Security Profiles

  3. Select the profile you want to put the user into and click **Members**.

  4. Locate the user in the list on the right-hand side (which contains all existing Dimensions or Supply Chain users not yet set up in FocalPoint) and double-click to move them into the profile.

  5. The user will now have moved into the list on the left-hand side of the screen, which is a list of the users in this profile

  6. On the Links tab below, ensure the user has a Resource Code - this is compulsory*

  7. Depending on how your users authenticate themselves when logging in to FocalPoint you may need to follow another step below.

    • If your FocalPoint users are Windows Authenticated when logging in to FocalPoint on the web, then skip these steps as they will not apply

    • If however your FocalPoint users are not Windows Authenticated when logging in to FocalPoint on the web (often referred to as .Net authentication) then you should follow these steps

    1. Select the user on the left-hand side (the **Members** list), then click the **Details** tab.

    2. In the New .Net Password field enter a password for the user here

    3. **this is then the password, that this user will use to login to FocalPoint (they can then change this once they have logged in)

  8. Fill in any other fields that you use on the tabs below - Email Address on the Contact tab is recommended but everything else depends on your set up. All fields can be edited later

  9. Click OK to save

If no resource code is available for step 6, you will need to create a new one in Dimensions or Supply Chain first. See the article 'Add a resource code to a member record in FocalPoint Administrator' for instructions.

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