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Customers who have hosted Ontech servers (e.g. You use Remote Desktop or something similar to access the applications.) You will need to follow the guidance below BEFORE you add the users onto the Vision application.
Open a service request ticket with the support team for the new user which must include new users name and email address.
Request this user be added to the server with the information below.
Add the user to Vision Warehousing, Distribution, and Bond.
Wait for confirmation that Remote Desktop is setup and allow the user to connect.
The details in the ticket need to contain the following
Maximum Size | Notes | |
|---|---|---|
Full name | length 50 | |
Logon username | length 12 | no spaces |
Password | length 50 | no spaces |
email address | ||
Using Vision Invoicing | YES or NO | |
Using Vision EDI | YES or NO |
Invoicing and EDI have to be setup by the support team as these are generally restricted to specific users and subject to fair usage policy for the number of users allowed to be setup for the products.
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Depending on whether you are accessing directly OR via your own RDP you may need to involve your IT people to setup new user accounts on the server. |
If required, open a service request ticket to request additional users to Vision Invoicing / EDI (see below).
Add the user to Vision Warehousing, Distribution, and Bond.
If required, wait for confirmation that Vision invoicing / EDI is set up.
Allow the user to access the system.
The details in the ticket need to contain the following
Maximum Size | Notes | |
|---|---|---|
Full name | length 50 | |
Logon username | length 12 | no spaces |
Password | length 50 | no spaces |
email address | ||
Using Vision Invoicing | YES or NO | |
Using Vision EDI | YES or NO |