User Accounts

User Accounts

This section will cover how to create new user accounts and edit existing user accounts.

Create New User Account

Press the button to create a new user account.

Forename
Enter here the forename of the user you would like to create a new account for.

Surname
Enter here the surname of the user you would like to create a new account for.

Email Address
Enter here the email address of the user you would like to create an account for. This will be needed to log in and recover forgotten passwords.

Is this user a Manager
For Yes select Green or for No select Red.

Warehouse Handheld
For Yes select Green or for No select Red.

Show This Months Orders on Dashboard
For Yes select Green or for No select Red.

Show Todays Deliveries on Dashboard
For Yes select Green or for No select Red.

Allow user to amend cost values on stock and orders
For Yes select Green or for No select Red.

Allow user to select a supplier on orders
For Yes select Green or for No select Red.

Menu Position
Enter here the position of the menu for this user, by selecting from the drop-down menu.

Top Menu Colour
Enter here the top menu colour for this user, by selecting from the drop-down menu.

User Group
Enter here the appropriate user group, by selecting from the drop-down menu.

Password
Leave this blank - only needs input for editing existing users.

Position
Enter here the position or job title for the new user.

Manager
Enter here the new users manager.

Exclude From Agent Report
Select the appropriate option from the drop-down menu.

Extension
Enter here the extension for the new user.

DDI
Enter here the DDI for the new user.

Mobile
Enter here the mobile for the new user.

Caller ID
Enter here the caller ID for the new user.

User Active
For Yes select Green or for No select Red.

Account Locked
For Yes select Green or for No select Red.

Remote Worker
For Yes select Green or for No select Red.

User is a Lead Generator
For Yes select Green or for No select Red.

User is a Sales Rep
For Yes select Green or for No select Red.

About Me
Enter here the about me details for the new user.

PIN Code
This will be created automatically.

User is an Administrator
For Yes select Green or for No select Red.

Target Active for User
For Yes select Green or for No select Red.

Default Target
Enter here the default target for the new user. This value should be recorded to four decimal places.

Used for Auto-Login of Single POS
For Yes select Green or for No select Red.

Assigned Label Printer
Enter here the assigned label printer.

Assigned Laser Printer
Enter here the assigned laser printer.

Twitter URL
Enter here the Twitter URL of the new user.

Facebook URL
Enter here the Facebook URL of the new user.

LinkedIn URL
Enter here the LinkedIn URL of the new user.

Google+ URL
Enter here the Google+ URL of the new user.

Location
Enter here the location of the new user.

Website
Enter here the website of the new user.

Press the button to save changes and create the new user account.

Existing Users

On the User Accounts page, all of the existing users will be displayed. The following details will be given: User ID, Full Name, Email Address (login), User Group, Extension, Enabled status, Last Login, Last Active, Locked status, PIN, Password Set status and Action.

Action

User Dashboards

To modify the a specific users dashboard press the button.

Dashboard Name
Here is where the default dashboard names will be. These can be modified in following section.

Custom Title
Enter here if you are updating the custom title of the dashboard name, mentioned previously.

Custom Style
Enter here if you are updating the custom style of the dashboard name, mentioned previously. Select the updated colour from the drop-down menu.

Available
Enter here if you are updating the available dashboards.
Tick for Yes or leave blank for No.

Enabled
Enter here if you updating the enabled dashboards.
Tick for Yes or leave blank for No.

Position
Enter here if you are updating the position number of the enabled dashboard. Do not repeat numbers.

Once changes have been updated correctly, press the button.

User Permissions

To modify user permissions press the button.

Section
If you would like to allow or deny access to a whole section, Tick for Allow or leave blank for Deny.

Sub-Section
If you would like to allow or deny access to each sub section, Tick for Allow or leave blank for Deny, under the Allow Access heading. This will need to be done for each individual sub-section.

Once changes have been updated correctly, press the button.

Edit

Press the button to edit the details of the user accounts.

Forename
Enter here if you are updating the forename of the user account.

Surname
Enter here if you are updating the surname of the user account.

Email Address
Enter here if you are updating the email address of the user account.

Is this user a Manager?
Enter here if you are updating the manager status of the user. For Yes select Green or for No select Red.

Warehouse Handheld
Enter here if you are updating the warehouse handheld for the user account. For Yes select Green or for No select Red.

Show This Months Orders on Dashboard
Enter here if you are updating the show this months orders on dashboard. For Yes select Green or for No select Red.

Show Todays Deliveries on Dashbaord
Enter here if you are updating the show todays delivery ion dashboard. For Yes select Green or for No select Red.

Allow user to amend cost values on stock and orders
Enter here if you are updating the allow user to amend cost values on stock and orders. For Yes select Green or for No select Red.

Allow user to select a supplier on orders
Enter here if you are updating the allow user to select a supplier on orders. For Yes select Green or for No select Red.

Menu Position
Enter here if you are updating the menu position for the user. Select the appropriate option from the drop-down menu.

Top Menu Colour
Enter here if you are updating the top menu colour for the user. Select the appropriate option from the drop-down menu.

User Group
Enter here if you are updating the user group for the user. Select the appropriate option from the drop-down menu.

Password
Enter here if you are updating the password for the user.

Position
Enter here if you are updating the position or ob title for the user.

Manager
Enter here if you are updating the manager of the user.

Exclude Group from Agent Report
Enter here if you are updating the exclude group fro agent report for the user.

Extension
Enter here if you are updating the extension of the user.

DDI
Enter here if you are updating the DDI for the user.

Mobile
Enter here if you are updating the mobile of the user.

Caller ID
Enter here if you are updating the caller ID of the user.

User Active
Enter here if you are updating the user active status. For Active select Green or for Inactive select Red.

Account Locked
Enter here if you are updating the account locked status of the user. For Locked select Green or for Unlocked select Red.

Remote Worker
Enter here if you are updating the remote worker status of the worker. For Yes select Green or for No select Red.

User is a Lead Generator
Enter here if you are updating the lead generator of the user. For Yes select Green or for No select Red.

User is a Sales Rep
Enter here if you are updating the sales rep status for the user. For Yes select Green or for No select Red.

About Me
Enter here if you are updating the about me section of the user.

User is an Administrator
Enter here if you are updating the administrator status of the user. For Yes select Green or for No select Red.

Target Active For User
Enter here if you are updating the target active status of the user. For Yes select Green or for No select Red.

Default Target
Enter here if you are updating the default target of the user. This value should be recorded to four decimal places.

Used for Auto-Login of Single POS
Enter here if you are updating the auto-login of single POS for the user. For Yes select Green or for No select Red.

Assigned Label Printer
Enter here if you are updating the assigned label printer for the user.

Assigned laser Printer
Enter here if you are updating the assigned laser printer for the user.

Twitter URL
Enter here if you are updating the Twitter URL of the user.

Facebook URL
Enter here if you are updating the Facebook URL of the user.

To be finished.