What's covered on this page
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Access Management
This screen is where you would set up any Users you wish to have access to the system and assign them to a User Group
You need to have the correct admin right to make amendments on the current screen.
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Use in Price List Contacts - Whether this user will appear on the printed price list in the contacts section
Active - Whether this user can logon
There are four tabs on this screen
User Maintenance
Group Maintenance
Horizon Maintenance
Insight Maintenance
BI user Manager
this allows you to give access to users and groups for the BI Enquiries and BI Reports
Notifications User Manager
This will open a screen for you to select the Group or user to receive the Notifications when an order allocation fails or warehouse submission fails for an order submitted to the VC API, a notification is required for the VC users so that they can action them at the earliest.
You are only able to have a group or a user set up against each notification
This will be shown on the home screen at the top next to the navigation as a Bell IconUser
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User MaintenanceThis tab shows a list of users that have previously been set up on the system and their current status of them. You also have the ability to create a new user. Once you have Archived a user this will remove the user details and place them in the Archive Users/Inactive Users panel underneath the IsArchived section. You will need to set rights if the user is able to view the Customer’s Personally Identifiable Information (PII) and can view Anonymous PII.
You would need to click Save on the main screen to commit the changes on this screen. The purchase auth Limit field will be controlled against the system users which defines up to what limit the user is allowed to order. A purchase will be held if it exceeds this value, waiting for a user with a sufficient limit to allow it in the new authorisation screen.
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Group MaintenanceThis tab will show a list of the access rights and the Group names Users need to be assigned to a User Group. This User Group controls which parts of the system the user has access to. Every user assigned to that Group will have the same access rights. Edit Group Rights section
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Horizon MaintenanceThis tab will show a list of the users, devices, and Alternate Stock Warehouse You are only able to enter the amount of the device that you are licensed for
Usernames are restricted to numbers only. Insight MaintenanceThis tab will show a list of devices You are only able to enter the amount of the device that you are licensed for
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Set BI Report Dates
Many of the transactional reports within the Business Intelligence look for start and end dates, customers set these to be either annual, quarterly, or monthly, and to avoid you having to enter this each time you run any report we preset this information.
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You can identify these reports which use the dates as the report titles show a [S] or [E] in their running titles with S = Start Date and E = End Date.
Report Manager
This screen contains a large number of options to determine what is included in your main reportsThis option can be accessed in the ADMIN menu and is the third option on the frequently used group
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When opened this form will present the user with a number of options which allow the user to select which template to use for specific documents, similar documents use the same template perhaps with simple name changes to the report titles.
Report Layout
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This tab is used to configure the settings for the layouts for the reports in this tab that will be used. Your options here will change depending on your system setup.
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