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Users
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.
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If this is a new user on the server you need to request a new user to be setup for the server before you add them into the user list here - more details at Licensing |
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You would need to have the correct access rights to access this screen.
What does this screen show
User Addition / Editing
VW User Maintenance
This tab will show you all the existing users and where you are able to view/edit and create users.
You can see which user is active and if they are currently logged into the application.
Edit/View/Create User
To create a new user, you will need to click the “Add New” this will populate a new screen that is the same as when you are editing an existing user.
To edit a user, click on the “Edit” in the first column.
This will allow you to set up the user with access rights with the user group, Customer Group, and Teams.
If the user is able to view the PII (Personally Identifiable Information) for each customer, the following fields must be ticked.
The email column is used to send reports that are generated within VW i.e Stock take report
Can View PII
Can View Anonymous PII
To make a user active, you must have the Active ticked at the top of the screen.
Printers tab - this is for the default printers that user will use for pick/delivery notes.
Order Rights tab - this is where you would select the order types that the user is able to permit to create and view.
Notifications User Maintenance
This will open a screen for you to select the Group or user to receive the Notifications.
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You are only able to have a group or a user set up against each notification
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This page covers the button options available on the main screen of the form. These buttons will be shown always on the bottom left side of the screen, unchanged while switching between tabs.
The common buttons on the User/ Group Maintenance form are:
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More information on the User/ Group Maintenance sections:
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BI User Manager
When this button is clicked a new ‘Report User Maintenance’ window will be opened, where you can control the access to Enquiries and Reports as well as manage Report Designer Users.
There are two tabs in it:
User Group Maintenance
User Maintenance
User Group Maintenance
Within the User Group Maintenance, you will be able to specify which reports each Group is allowed to access within the BI enquiry facility. There are separate sections for Enquiry View Permissions and Report View Permissions for the selected User Groups. You can also filter to easily find and enable the view permissions.
User Maintenance
Using the Report Designer Users section, you can enable which user can have complete access to the BI reports. This includes creating, editing, printing, and downloading reports.
Notification User Manager
This screen will allow you to select the User Group or User to receive the selected type of Notifications.
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Click the bell icon to view the notifications and dismiss them.
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You are only able to have a user group or a user set up against each notification. |