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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.|
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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. | ||
First Name | The user's first name. This data may be used to personalise certain screens and emails within the system. | ||
Surname | The user's surname. This data is may be 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 | Deactivate User Account | When tickec, deactivates the user's account. A deactivated user cannot log in. | |
Contact Phone Number | The user's work, home, or mobile phone number. | ||
Password | The user's password (not displayed due to security reasons). | ||
Orders Approved ByConfirm Password | The email address of the user whom the order is approved by | ||
Order Limit | The maximum dollar amount of an order that allowable for the user can place 's orders before approval is usedrequired. | Optimize from PDA Device | Obsolete |
Initial Role After Login | The role the user will operate on once they have successfully logged in. | ||
Rep Code | |||
Additional Rep Codes | |||
Customer Code | The customer code to which the user is attached. | ||
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'sprefers 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 Account Administrator | When ticked, allows the user access to administer other users attached to the same account. | |
Staging Site Current | When ticked, indicates that the user is currently viewing the staging site. (tooltip. SAY WHAT?) | ||
Allow Staging | When ticked, allows the user to switch between the staging and live sites. Useful for content designers. (tooltip. SAY WHAT?) | ||
Display Header Graphics | When unticked, reduces the site's graphics for slow connections (or if the removes header graphics are which may be affecting the display of the site on a certain deviceparticular device.) STILL USED? | ||
Optimize from PDA Device | Obsolete. Setting to be removed in future version. | ||
Display Availability in Order Entry Screen | Overrides system and role settings for displaying product availability. | ||
Orders Approved By | The email address of the user who approves this user's (Over Limit) orders. | ||
User Organisation Name | Use this field to override the company name displayed at the top of the Printer Friendly statement view. | ||
Default Home Page | This is used to define a custom page that is used for use 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 correctlyBypass Customer Budget | This will bypass the customer's budget if the customer budget function is active. | |
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. |
Global Catalogue Access | Full - The user will have full access to browse and order from the Global Catalogue. ViewOnly - The user will have full access to browse the Global Catalogue, but will be unable to Add to Cart, or submit orders. Denied - The user will have no access to the Global Catalogue. | ||
Hide Alternative Roles | When ticked, hides the list of roles the user has access to (if more than one). | ||
Allow Modify Company Templates | When ticked, allows the user to modify any Company order templates that have been created by other users on the same account. | ||
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 | . |
Restricted IP Address | Set the allowed IP address from which this user can log in. | ||
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. | ||
Allow Price Override? | |||
Allow Password Reset | |||
Allow Modify Company Templates | This setting will allow Whether 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. | ||
is allowed to override the price of a product. SAY WHAT? | |||
Enable Email Approval | When ticked, enables links within approval emails, allowing for one-click order approval or rejection. | ||
Allow Password Reset | When ticked, allows user to change passwords in the 'My Account' screen. |
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