Use these steps to create a user type and attach template information to it.
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Under the Setup menu section, go to
.
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Click
+ New User Type.
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In the New User Type wizard that displays, enter a name for the user type. This is a required field.
You can also enter a brief description.
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Click
Create.
Maconomy displays the new user type on the workspace.
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To add template information to the user type:
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Click
New Template User.
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In the New Template User wizard that displays, enter template information in the fields.
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Click
Create.
Maconomy attaches the template information to the user type.