VW User Maintenance

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.

1 Add New / Edit
- 1.1 User Maintenance
- 1.2 Printers
- 1.3 Order Rights

On the VW User Maintenance screen, 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.

VW User Maintenance

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 details 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. There are 3 tabs in this form.

User Maintenance

The following fields should be completed - Full name, Username, Password, Email, and Default site.

Other fields:

Email

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.

Make sure you tick the ACTIVE check box to allow this user to logon to the system

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.

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.

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.