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- Each User is assigned a unique login (normally in the form of an of email address).
- Each User must be associated with an ERP Debtor Code.
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- i.e. A branch manager will access one code, a national manager will access all codes, etc (can be configured as wildcards).
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- Each User can have various settings applied (Order dollar limits, who approves orders, etc).
Step-by-step guide
To create Create a new New User:
- Login as an Administrator.
- Navigate to 'Accounts' --> 'Account Selection' (on the menu under 'Customers' or 'Accounts'zAccounts.aspx).
- In the Search box, enter the Customer Code or Name the new User will be associated with.
- Select the correct required record using the via radio button to the left of the Customer Code field.
- Click the 'Users' link at the bottom of the table. A list of current users for that Customer Code will be displayed.
- Click the 'New' link at the bottom of the table. The 'User Details' fields will now become editable.
- Populate each field as detailed in the legend below.
- Click 'OK' to save.
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To edit or delete a User after initial set-up, navigate to 'User Maintenance' on the 'Accounts' or 'Customers' menu --> 'User Maintenance' (zUsers.aspx).
| Info |
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There is a system setting to toggle whether a confirmation is requested when deleting a User. This setting is called 'Show Confirm On Grid Delete/Remove' and is found under the 'General' Tab in 'Settings'. |
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