VW User Maintenance
- Alan Gilchrist
- Shon Joy (Unlicensed)
When you click the āUsersā icon in the Configuration section, a āUser/ Group Maintenance' window will be opened. You will see the first tab 'VW User Maintenanceā 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 āEdit' button to make edits to the existing userās details. There is an āAdd New' button at the footer section to create new users and enable different functionality access for them.
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:
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.
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Printers
These are the userās default printers.
You can set printers for the Pick Note, Bulk Pick Note, and Delivery Note. In each section, you need to input each printerās name, IP Address, and Queue Name.
Some warehouse functions offer the user the ability to choose from a defined list.
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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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