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Customer Group Admin
This feature allows you to provide a user with restricted access to specific customers for a customer group which can then be applied to an individual useraccounts.
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This is an additional module for Vision Warehousing. |
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You can edit/view/create To setup a new customer group on this tab.
You can remove a customer from the group by clicking on the Remove Customer button.
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group, press the Add New option. If you use the edit function you will see the same form.
Give the group a good name and then add the customer codes into the list, these are the stock holding warehouse accounts which users in this customer group will be restricted to
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Users can only access the accounts to which they have access in the group |
If the user has a customer group against their user - this shows when they log into the application.
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You can choose which User Team a User belongs to by Editing the User on the VW User Maintenance tab. |
Customer Team Admin
With User Teams, you can find control access to various areas of the application on top of the existing Group Maintenance. Use this screen to create new and edit existing User Teams.
You can edit and create a new Customer Team
Edit - using the button
Create - entering the details in the top row of the grid
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You can choose which User Team a User belongs to by Editing the User on the VW User Maintenance tabEdit the user logon to select a customer group the user is restricted to. |