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What's in this document

Create a Basic User
Editing Users
Deleting a User

Changing a User's Login ID
Changing a User's Password
Activating/Deactivating Users

Maintaining Role Access
Maintaining Account Access
Restricting a User to an IP Address

Step-by-step guides

To Create a Basic User:
  1. Login as an Administrator.
  2. Navigate to 'Accounts' --> 'Account Selection' (zAccounts.aspx).
  3. Select an account for the user from the grid.
  4. Click on 'Users' which is located below the grid containing the accounts.
  5. Click on 'New' which is located below the grid containing the users.
  6. Insert the relevant details as specified below.
  7. Click 'OK' to create the user or 'Cancel' to not insert the user.
To Access User Maintenance:
  1. Login as an Administrator.
  2. Navigate to 'Accounts' --> 'User Maintenance' (zUser.aspx).

 

To Edit a User:
  1. Login as an Administrator.
  2. Navigate to 'Accounts' --> 'User Maintenance' (zUser.aspx).
  3. Use the search bar above the grid to find the required user.
  4. Select the user's record via radio button.
  5. Click 'Modify', located below the user grid.
  6. Update the relevant details as specified below.
  7. Click 'OK' to save changes or 'Cancel' to leave the user's details as is.

 

To Delete a User:
  1. Login as an Administrator.
  2. Navigate to 'Accounts' --> 'User Maintenance' (zUser.aspx).
  3. Use the search bar above the grid to find the required user.
  4. Select the user's record via radio button.
  5. Click 'Delete', located below the user grid.
  6. 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:
  1. Login as an Administrator.
  2. Navigate to 'Accounts' --> 'User Maintenance' (zUser.aspx).
  3. Use the search bar above the grid to find the required user.
  4. Select the user's record via radio button.
  5. Click 'Modify', located below the user grid.
  6. In the 'Password' field, enter the new password.
  7. In the 'Confirm Password' field, enter the new password again.
  8. 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:
  1. Login as an Administrator.
  2. Navigate to 'Accounts' --> 'User Maintenance' (zUser.aspx).
  3. Use the search bar above the grid to find the required user.
  4. Select the user's record via radio button.
  5. Click 'ChangeEmailAddress', located below the user grid.
  6. In the 'New Email Address' field, enter the email address.
  7. 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.
  8. 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. 
If this is not a valid email address, the 'Notifcation Email Address' is used.

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. 
See Order Approval Maintenance for more information on Approvals.

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 
See Order Approval Maintenance for more information on Approvals.

Order Limit

The maximum dollar amount of an order that the user can place before approval is used. 
See Order Approval Maintenance for more information on Approvals.

Optimize from PDA Device

Obsolete.

Notification Email AddressThe 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. 
This is used when there are many users on each account and a specific account administrator has been assigned to look after the users.

 

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:
  1. Login as an Administrator.
  2. Navigate to 'Accounts' --> 'User Maintenance' (zUser.aspx).
  3. Use the search bar above the grid to find the required user.
  4. Select the user's record via radio button.
  5. Click 'Modify', located below the user grid.
  6. Untick the box labelled 'Deactivate User Account'.
  7. Click 'OK' to save changes or 'Cancel' to leave the user's status as is.
To Deactivate a User:
  1. Login as an Administrator.
  2. Navigate to 'Accounts' --> 'User Maintenance' (zUser.aspx).
  3. Use the search bar above the grid to find the required user.
  4. Select the user's record via radio button.
  5. Click 'Modify', located below the user grid.
  6. Tick the box labelled 'Deactivate User Account'.
  7. 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:
  1. Login as an Administrator.
  2. Navigate to 'Accounts' --> 'User Maintenance' (zUser.aspx).
  3. Use the search bar above the grid to find the required user.
  4. Select the user's record via radio button.
  5. Click 'Multiple Accounts', located below the user grid.
  6. Click 'New', located below the customer grid.
  7. Enter the new account/customer code.
  8. If required, select an alternative role for the user when they operate on this account.
  9. 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.
  10. Click 'OK' to save changes or 'Cancel' to leave the user's details as is.
To Remove an Account from a User:
  1. Login as an Administrator.
  2. Navigate to 'Accounts' --> 'User Maintenance' (zUser.aspx).
  3. Use the search bar above the grid to find the required user.
  4. Select the user's record via radio button.
  5. Click 'Multiple Accounts', located below the user grid.
  6. From the customer grid, select the account/customer code to remove.
  7. Click 'Delete' to remove the account.

 

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.

To Add a Role to a User:
  1. Login as an Administrator.
  2. Navigate to 'Accounts' --> 'User Maintenance' (zUser.aspx).
  3. Use the search bar above the grid to find the required user.
  4. Select the user's record via radio button.
  5. Click 'Roles', located below the user grid.
  6. Click 'New', located below the role grid.
  7. From the drop down list, select the role to be added.
  8. Click 'OK' to save changes or 'Cancel' to leave the user's details as is.
To Remove a Role from a User:
  1.  Login as an Administrator.
  2. Navigate to 'Accounts' --> 'User Maintenance' (zUser.aspx).
  3. Use the search bar above the grid to find the required user.
  4. Select the user's record via radio button.
  5. Click 'Roles', located below the user grid.
  6. Click 'New', located below the role grid.
  7. From the drop down list, select the role to be added.
  8. Click 'OK' to save changes or 'Cancel' to leave the user's details as is.

 

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.

To Set a User's IP Restriction:
  1. Login as an Administrator.
  2. Navigate to 'Accounts' --> 'User Maintenance' (zUser.aspx).
  3. Use the search bar above the grid to find the required user.
  4. Select the user's record via radio button.
  5. Click 'Modify', located below the user grid.
  6. Tick the box for the setting labelled 'Allow User IP Restriction'.
  7. Enter the IP address that the user can log in from into the field 'Restricted IP Address'.
  8. Click 'OK' to save changes or 'Cancel' to leave the user's details as is.
To Remove a User's IP Restriction
  1. Login as an Administrator.
  2. Navigate to 'Accounts' --> 'User Maintenance' (zUser.aspx).
  3. Use the search bar above the grid to find the required user.
  4. Select the user's record via radio button.
  5. Click 'Modify', located below the user grid.
  6. Untick the box for the setting labelled 'Allow User IP Restriction'.
  7. Clear the IP address from the field 'Restricted IP Address'.
  8. Click 'OK' to save changes or 'Cancel' to leave the user's details as is.

 

User Maintenance screen

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