BFS Version: 2.X
To create a user from the backoffice interface navigate to the dashboard and click on the add user icon.
The "Create User" dialogue is displayed with a number of sections.
Type
Start by selecting the user type.
Admin
This is an administrative user who can access the backoffice tool.
Customer
This is an end user who can access the customer portal.
Partner
This is a reseller, broker, advisor or other type of partner who can access the partner tool.
Basic information
Next is the basic information for the user and if your instance of Bricknode Financial System is enabled for address lookup you can use this function for supported countries. If the lookup is supported for the selected country the button will be enabled.
Depending on whether you register a business or person (female or male) you will recieve different fields in User information.
User information
The user information for persons contains the First Name, Last Name, requested username and password for the user.
The user information for company contains the Company Name, User name and password for the company.
Contact information
For contact information a valid e-mail address should be entered together with postal address and phone number.
Other information
Other information is generally not required.
Title, passport number and comment is self explanatory but the other items are not.
BIC
If you are entering information for a company which has a BIC-code it should be entered here.
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:
Is Approved
By enabling this setting the user can immediately log on to the system.
Tax Payer
If enabled the user will be included in tax reporting for the relevant country if taxable transactions are being conducted.
Send welcome mail
If enabled an e-mail will be sent to the user containing the pre-defined welcome e-mail template.
Partner
A partner can be defined for the user by clicking the "Choose" button.
It´s also possible to create these kind of users directly from the ticket:
-Fund Entity
-Fund Company
-Insurance Company
-Insurance Product Supplier (only applies if you have the insurance module in BFS)
It is still possible to register this afterwards in the detail page of the User.