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Step-by-step guides
To Create Basic User:
- Login as an Administrator.
- Navigate to 'Accounts' --> 'Account Selection' (zAccounts.aspx).
- Select an account for the user from the grid.
- Click on 'Users' which is located below the grid containing the accounts.
- Click on 'New' which is located below the grid containing the users.
- Insert the relevant details as specified below.
- Click 'OK' to create the user or 'Cancel' to not insert the user.
To Access User Maintenance:
- Login as an Administrator.
- Navigate to 'Accounts' --> 'User Maintenance' (zUser.aspx).
To Edit a User:
- Login as an Administrator.
- Navigate to 'Accounts' --> 'User Maintenance' (zUser.aspx).
- Use the search bar above the grid to find the required user.
- Select the user's record via radio button.
- Click 'Modify', located below the user grid.
- Update the relevant details as specified below.
- Click 'OK' to save changes or 'Cancel' to leave the user's details as is.
To Delete a User:
- Login as an Administrator.
- Navigate to 'Accounts' --> 'User Maintenance' (zUser.aspx).
- Use the search bar above the grid to find the required user.
- Select the user's record via radio button.
- Click 'Delete', located below the user grid.
- When asked to confirm deletion, click 'Yes' to delete the user or 'No' to leave the user as is.
There is a system setting to determine whether a confirmation request is displayed when deleting a user. The setting is called 'Show Confirm On Grid Delete/Remove' and is found under the 'General' Tab in 'Settings'.
To Change a User's Password:
- Login as an Administrator.
- Navigate to 'Accounts' --> 'User Maintenance' (zUser.aspx).
- Use the search bar above the grid to find the required user.
- Select the user's record via radio button.
- Click 'Modify', located below the user grid.
- In the 'Password' field, enter the new password.
- In the 'Confirm Password' field, enter the new password again.
- Click 'OK' to save the changes or 'Cancel' to leave the user's details as is.
To Change a User's Email Address/Login ID:
- Login as an Administrator.
- Navigate to 'Accounts' --> 'User Maintenance' (zUser.aspx).
- Use the search bar above the grid to find the required user.
- Select the user's record via radio button.
- Click 'ChangeEmailAddress', located below the user grid.
- In the 'New Email Address' field, enter the email address.
- If the user has a 'Notification Email address' defined, tick the box labelled 'Update Notify Email Address' to update the user's notification email address as well.
- Click 'Change' to save the changes.
User Details
Setting | Description |
|---|---|
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. |
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.
To Activate a User:
- Login as an Administrator.
- Navigate to 'Accounts' --> 'User Maintenance' (zUser.aspx).
- Use the search bar above the grid to find the required user.
- Select the user's record via radio button.
- Click 'Modify', located below the user grid.
- Untick the box labelled 'Deactivate User Account'.
- Click 'OK' to save changes or 'Cancel' to leave the user's status as is.
To Deactivate a User:
- Login as an Administrator.
- Navigate to 'Accounts' --> 'User Maintenance' (zUser.aspx).
- Use the search bar above the grid to find the required user.
- Select the user's record via radio button.
- Click 'Modify', located below the user grid.
- Tick the box labelled 'Deactivate User Account'.
- Click 'OK' to save changes or 'Cancel' to leave the user's status as is.
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.
To Add an Account to a User:
- Login as an Administrator.
- Navigate to 'Accounts' --> 'User Maintenance' (zUser.aspx).
- Use the search bar above the grid to find the required user.
- Select the user's record via radio button.
- Click 'Multiple Accounts', located below the user grid.
- Click 'New', located below the customer grid.
- Enter the new account/customer code.
- If required, select an alternative role for the user when they operate on this account.
- Set the value for the field 'Hide In Account Select':
- Ticked: hides the account from the user's account list.
- Unticked: displays the account as an option in the user's account list.
- Click 'OK' to save changes or 'Cancel' to leave the user's details as is.
To Remove an Account from a User:
- Login as an Administrator.
- Navigate to 'Accounts' --> 'User Maintenance' (zUser.aspx).
- Use the search bar above the grid to find the required user.
- Select the user's record via radio button.
- Click 'Multiple Accounts', located below the user grid.
- From the customer grid, select the account/customer code to remove.
- Click 'Delete' to remove the account.
