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Step-by-step guides
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User Details
Setting | Description |
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User Organisation Name | Use this field to over ride the company name at the top of the Printer Friendly statement view. |
User Email Address | This is the user's login ID. It is also used as the email address to which any system-generated emails are sent. |
Surname | The user's surname. This data is used to personalise certain screens and emails within the system. |
Staging Site Current | |
Show All Orders On All Accounts Requiring Approval | When viewing orders to be approved, all orders from all accounts the user can approve will be displayed. |
Restricted IP Address | Set the allowed IP addresses where this user can log in from. |
Rep Code | |
Password | The user's password (not displayed due to security reasons). |
Orders Approved By | The email address of the user whom the order is approved by |
Order Limit | The maximum dollar amount of an order that the user can place before approval is used. |
Optimize from PDA Device | Obsolete. |
Notification Email Address | The email address to which any system-generated emails are sent (if the user's login ID is not a valid email address or the user prefer's a different address be used.) |
Initial Role After Login | The role the user will operate on once they have successfully logged in. |
Hide Alternative Roles | This setting will show/hide the list of roles that the user has access to, this is rendered on the left navigation pane. |
Global Catalogue Access | |
First Name | The user's first name. This data is used to personalise certain screens and emails within the system. |
Enable Email Approval | |
Display Header Graphics | This setting is used to cut down the site's graphics for slow connections or if the header graphics are affecting the display of the site on a certain device. |
Display Availability in Order Entry Screen | Overrides system and role settings for displaying product availability. |
Default Home Page | This is used to define a custom page that is used as the landing page when the user logs in. |
Deactivate User Account | This is used to activate and deactivate the user's account. |
Customer Code | The customer code that the user is attached to. |
Contact Phone Number | This is used if the user needs to be contacted by phone. |
Confirm Password | This is used when updating the user's password to confirm that the password has been typed correctly. |
Can Assign All Roles | This is used to let 'Account Administrator' users assign any role to their account's users. |
Bypass Customer Budget | This will bypass the customer's budget if the customer budget function is active. |
Allow User IP Restriction | Allows a user to first log in from a non-specified IP address if the user is restricted but not specified. |
Allow Staging | |
Allow Price Override? | |
Allow Password Reset | |
Allow Modify Company Templates | This setting will allow the user to modify any order templates that have been added to the account. |
Additional Rep Codes | |
Account Administrator | Check this if the user will have access to administer other users attached to the same account. |
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Activating/Deactivating Users
User logins can be deactivated by Administrators, which prevents the user from logging into the website. Conversely, deactivated users can be activated when access is required.
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Multiple Account Access
A User many need to have access to several accounts due to business requirements. When a single user is set up to access multiple accounts, they will be able to switch between accounts while logged in.
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Multiple Role Access
Users are assigned an initial role on which they operate after login. If the user requires access to more than one role, the role is added to the user through 'User Maintenance'. The user will then have the option to choose roles once logged in. For more information on roles see Role Maintenance.
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IP Restrictions
It is possible to restrict a user so that they can only access the system from a certain IP Address. This can used to prevent the user from accessing the system outside the workplace network. A user can only be locked down to one IP Address.
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