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Other information is generally not required.
Title, passport number and comment is self explanatory but the other items are not.
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External Reference
If you are working with external systems this is an important part. Here you can enter a text string representing for example the id of the legal entity in a separate system like a CRM.Campaign Code
This field can be used for entering a campaign code for the user. For example a customer could have been acquired through an e-mail campaign and thus the campaign code for this e-mail event could be entered here. This is even more relevant if you are working with the API which automatically could create customers in Bricknode Financial Systems when customers registers through an external form associated with a marketing campaign.
Settings
The settings section can include a number of items depending on the entitlements of your specific instance of Bricknode Financial Systems. By default these items are:
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It is still possible to register this afterwards in the detail page of the User.
If we create an administrator, we will have fewer settings, but we need to specify Access level.
