When you click the ‘Users’ icon in the Configuration section, a ‘User/ Group Maintenance' window will be opened. You will see the first tab 'VW User Maintenance’ by default selected.
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On the VW User Maintenance
This screen is where you can set up any users you wish to have access to the system and assign them to a User Group., you will see a list of existing users, their group names and login details, etc. On the left side of each user name, there is an ‘Edit' button to make edits to the existing user’s details. There is an ‘Add New' button at the footer section to create new users and enable different functionality access for them.
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If this is a new user on the server you need to request a new user to be set up for the server before you add them to the user list here - more . More details at Licensing |
You would need to have the correct access rights to access this screen.
What does this screen show
This screen shows the username, the group the user is allocated, whether they are restricted using the customer group, when their last login was, if their login is active and whether the system thinks this user is currently logged on.are at Licensing |
Add New / Edit
Whether you are editing or creating a new user the same form will be presented when you click either button
User Maintenance
Options
email - this is essential as we send out many reports and enquiries and notifications through email.
Most of the other options are drop down, if you do not use Customer Group or Team those can be left empty.
default site - some of the forms in the system use the default site to speed up your access.
GDPR options
There are two options on the system which allow the user access to secure functions.
Can view PII - you can see personal info
. There are 3 tabs in this form.
User Maintenance
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The following fields should be completed - Full name, Username, Password, Email, and Default site. |
Other fields:
The email address is used to send reports and information to the user. If this is not set up, the system will simply not send the information to the user.
User Group
This defines the user access rights group that this user will use when accessing the Vision application.
Customer Group
This is part of an additional module where you can limit the user to only be able to access the customer information within the customer group e.g. You have a customer's own employees who need access to the system, this will limit their access to ONLY the customers from within the group.
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Make sure you tick the ACTIVE check box to allow this user to logon to the system |
Printers
This is the user default printers.Team
Goods Inwards Team, if you use these you can set up the user and customer to be within a team and then when they are searching for goods arriving for their team to process it will only show the items for the team.
Default Site
This is used for some warehouse processes to speed up the selection criteria on the screen.
Can View PII?
This user is able to see personal information such as name and address on the customer accounts.
Can view Anonymous PII?
You as an administrator can still see personal info even when the user is marked as anonymous only.
Make sure you tick ACTIVE to be able to logon.
Con Rep Licensed
This will give access to the user to add condition reports.
Printers
These are the user’s default printers.
You can set printers for the Pick Note, Bulk Pick Note, and Delivery Note. In each section, you need to input each printer’s name, IP Address, and Queue Name.
Some warehouse functions offer the user the ability to choose from a defined list
Your Printer
The warehouse printer
the site printer
another printer - which displays the entire list
The Your Printer obtains the information from this tab in the setup.
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Order Rights
If the user needs to place orders and withdraw stock from the warehouse you need to provide order rights which define which orders the user is allowed to use.
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This list will only display movement types which are switched on within your system. |
