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Navigation: System set up >
Security Settings |
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Introduction
The security Settings allows you to add a user to the system and set them to a specific User Security Level
Settings
User Name:
This will be the users log in name. It will also become the new users default password. The new User can change their password at the 'My Account' link on the System Set Up Module. It is suggested that you use the Users first name.
Name:
This will be the persons name throughout the Program. It shows when the user writes a sales or supplier order. management reporting will also use this name to identify the users activity
Email:
This is the users work email address and is added to the Order confirmation forms etc
Active:
When the Active box is checked the user regarded as active and is in the user list. When the box is unchecked the user is removed from the active list and can not log in. They will not be seen in the user list
Reset Password:
This button resets the users password to their user name. If a user forgets their password they will need to be reset and then they can logo in and go to 'My Account' link on the System Set Up Module to establish a new private email address.
How To add a new user to your system
Only an administrator can add or edit new users
1. Go to System Set Up > Security Settings
2. Type in a new users name - This will be their log in name
3. Type in the new name - Gets printed on sales forms etc.
4. Type in the person's work email address - Gets printed on forms
5. Select the security Level - sets the level of usage
6. Check to make sure Active is on
7. Check your work then press OK
The user can Now Change there Password in 'My Account' link on the System Set Up Module
Warning
When you type in a name such as Annette; please make sure that you do not leave a blank space at the3 front or end of the word as this will mean you would have to leave the same spacing each time you log in.
Security Level Settings:
You can set users up in 3 different levels.
Level 3 is open level.
You can see everything (Administrator Level)
Level 2 is Management Level.
Managers can edit Types, forms, Import and export, utelise the mailing facility, read some reports and do all the things a level 1 user can do.
Level 1 is the Base level
Level 1 users can access Customer and supplier card., they can not export anything or see sales and financial reports.
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Level 3
Tax Rate Exchange Rate Mark Up Sales Budget Operating Costs
Departments
Lost reasons
Order set up Back Up
Sales Analysis Customer Sales report
Item Sales Report
Department Performance
Sales Budget Historical Sales & Profit
Sales and Profit Report Item Sales report
Payment Exceptions Report
Analyse Sales Performance |
Level 2
Customer Types Product Types Process Types
Payment terms Payment Methods Delivery Methods
Terms & Conditions Value Add
Export Component List Export Component Types
Inventory Value Report
Export Product Catalogue Export Product Types
All Price Lists
Mailing facility
Supplier Performance
Debtors reports Statements
Supplier Small Order
Invoiced Jobs Report Payments report
Product Information
Information Centre |
Level 1
Sign Off System
Customer Cards Customer List
Import Customers Import Template
Supplier Cards Supplier List
Import Suppliers Import Template
Component Editor Component List Sell Part of
Import components Import component template
Job Stock Management Packing Labels
New stock order Pending stock order Outstanding Stock Orders Received Stock Orders
Stock Exceptions Report Wastage Report
Stock Take tally Sheets
Adjustment Note
Product editor Product List
Import Product template Import Product Catalogue
Process editor Value Add
Enter Enquiry Enter Quote Enter Sales Order
Enquiry register Quotes Register Sales Register Invoices Jobs Register
Shipping Log
Sign Off report Re-contact Log
Outstanding job schedule Job Stock Management |
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