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.
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.
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 the user will use.
Order Rights tab - this is where you would select the order types that the user is able to permit to create and view.
Group Maintenance
This tab will allow you to set up/view Groups for the user to have the right access on VI.
Existing Groups
This is a list of the Groups that have already been Set Up when you highlight a group. It will show you what permission that this group has in the Edit Group Rights section.
The Edit Group Rights Section will update to show you the current settings for the Existing Group member that you have selected.
Create New Group
To set up a New Group, you will need to enter the Group Name. This field allows up to 30 characters. You will need to make sure this is entered correctly as you will not be able to change it after you have click on Add Group.
Click on the Add Group button and this will update the existing group list and will show the new group that you added.
You need to select which aspects of Vision Invoicing the Group members have access to and you also need to click the Save button to record the changes you have made.
Edit Group Rights
This section lists all the possible permissions that can be selected for each group.
The settings here are directly related to the group that is currently selected in the Existing Group section.
There is a filter for you to use if you know which permissions that you wish to tick or untick for a group.
In the checkbox that is next to all of the permissions, you are able to tick if you wish for the group to have access. Or if it is already ticked then untick it to remove access for that group.
Each possible permission is under the heading. For example Picking - this will be under the Goods Out Heading.
You are able to hide each heading with the up arrow.
There are many different options - to view all of them you need to use the Scroll bar to the right of the screen.