Usage:

To be able to Login into the application you need a username. The users are configured in this section. Password is needed to access this screen so only the administrator or other users with administration rights can make changes here.

 

Navigation: Administrator > User Management  or   V11 - User Managementon Home Page  

 

V11 - User Management navigation

User Management navigation

Enter Password and click Login

V11 - Password required

 

Following form will open:

V11 - Users and Groups Management

Users and Group Management form

hmtoggle_arrow1Users

hmtoggle_arrow1 How to add a new User

1.Following navigation path open Users Group and Management form

2.Click on Users tab

3.Click on V11 - New user and New User form displays

V11 - New user form

New User form

4.On User tab enter all necessary info.

5.Click V11 - Save

Please Note: You can add the new user to existing groups. See here how to do that.

1.Following navigation path open Users Group and Management form

2.Click on Users tab

3.Click on V11 - editicon next to the user you want to update

4.Make necessary changes

5.Click V11 - Save

1.Following navigation path open Users Group and Management form

2.Click on Users tab

3.Click on V11 - deleteicon next to the user you want to remove

4.Select OK when asked for confirmation

 
hmtoggle_arrow1Groups

hmtoggle_arrow1 How to add a new Group

1.Following navigation path open Users Group and Management form

2.Click on Group tab

3.Click on V11 - new group and New Group form displays

V11 - New group form

New Group form

4.On Group tab enter all necessary info

5.Click V11 - Save

Please Note: You can add the new user to existing groups. See here how to do that.

1.Following navigation path open Users Group and Management form

2.Click on Group tab

3.Click on V11 - editicon next to the Group you want to update.

4.Make necessary changes

5.Click V11 - Save

1.Following navigation path open Users Group and Management form

2.Click on Group tab

3.Click on V11 - deleteicon next to the Group you want to remove

4.Select OK when asked for confirmation

1.Following navigation path open Users Group and Management form

2.Click on Group tab

3.Add or edit a Group to open New or Edit Group form

4.Click on Application Policies tab.

V11 - Application policies

Application Policies tab

5.You may

• Add Policy

➢Click on V11 - add policy

➢Select Application Policy

➢Click V11 - select

➢Added policy will be listed in Application Policies tab

•Remove Policy

➢Click on V11 - deleteicon next to the Policy you want to remove

➢Select OK when asked for confirmation

➢Policy will be removed from Application Policies tab

6.Click V11 - Save when done.

Policy Name

Description

Accounting

General Accounting Options

ApplyCredit

Apply Credit Memos

Create Statements

Create and Process Statements

DeletePayment

Delete Payments

Edit Credit Hold

Allow users to access "On Credit Hold" checkbox

ModifyCredit

Add or Modify Credit Memos

ModifyPayment

Modify Payments

PostPayment

Post Payments

Process Statements

Process Statements

QB Transfer

Run QuickBooks Transfer

ViewCredits

View Credit Memos

ViewPayments

View Payments

VoidPayment

Void Payments

Unlock Invoice

Allow users to unlock Invoice that was locked after transfer

Release Soft Locks

Allow Access to Release Software Locks

Report Security

Allow Access to Configure Report Security

ReProcess Email

Allow Access to Re-Process Failed Emails

Job Batch Report

Allow Access to Job Processor Batch Reports

General Emails

Allow Access to View General Emails

Admin Program

Admin Program & Menu Options

Call Manager

Call Management, View other user or department calls

Delete Calls

Delete Calls

Modify Notes

Modify/Delete Call Notes

Web Calls

View Web Calls Manager

Remake

Apply or Change Case Remake Discount

Remake Case

Add Remake Case

Prices

Modify Case Product Prices

UnInvoice Case

Un-Invoice Case

Reject Task

Rejects Case Tasks

Invoice Case

Invoice Case

Invoice COD Case

Invoice Cases for COD Customers

Invoice Notes

Add or Modify Invoice Notes

Edit PO Number

Allow Editing PO Number on the Invoice Page

EditCaseDetail

Modify Case Products, Enclosures, and Schedule

Discount

Apply or Change Discount on the Case

Edit Case

Edit Case

Delete Case

Delete Case

DeleteCaseDocuments

Delete Case Documents

Delete Alerts

Delete Case Alerts

Credit Case

Create Credit Memo & Credit Case

CaseAlerts

Add/Edit Case and Customer Alerts

Batch Print Case Doc

Allow Batch Print Case Documents

Batch Print Invoice

Allow Batch Print Invoices

Allow Edit Metal WT

Allow entering Metal Weight without Scale

Add Case

Add New Case

Change Invoicing Lab

Allow changing Invoicing Lab

Change Sales Person

Allow changing Sales Person

Change Warranty Date

Allow to change the Warranty Expiration Date

ChangeCaseCustomerID

Allow Changing the CustomerID

Complete Reject Task

Complete or Rejects Case Tasks

Complete Task

Complete Case Tasks

Confirm Invoice Case

Require Confirmation when Invoicing a Case

AssignMultipleTasks

Allow Assigning Multiple Tasks

Mask Pay Rate

Do not show Pay Rates in Grids

Chat Access

Allow launching Chat App

Chat Settings

Allow modifying Chat Settings

Correspondence

Add/Edit Customer Correspondence

CustAlerts

View/Edit Customer Settings Alerts Page

CustAutoPay

View/Edit Customer Settings AutoPay Page

CustComm

View/Edit Customer Settings Commissions Page

CustCreditCard

View/Edit Customer Settings Credit Cards Page

CustCreditCardView

View Partial Credit Cards

CustDefaultProducts

Edit Customer Default Products

CustGeneral

View/Edit Customer Settings General Page

Customer View

Open Customer View

Change Catalogs

Allow changing Customer or Web Catalog

Add Customer

Add New Customer or Prospect

Alter CustID

Change Customer ID

Active Checkbox

Access to Activate or Deactivate Customer

Credit Limit

Access to Change Credit Limit

CustPrefAdd

Add Customer Preferences

CustPrefDelete

Delete Customer Preferences

CustPrefEdit

Edit Customer Preferences

CustSpclPrices

Edit Customer Special Prices

CustTaxes

Edit Customer Taxes

Delete Attachments

Delete Customer Attachments

DeletePracDoctors

Delete Practice Doctors

DeleteCorresp

Delete Customer Correspondence

DeleteCustomers

Delete or Purge Customer

DeleteDeliveries

Delete Deliveries

DeleteEduc

Delete Education / Events

PracticeDoctor Add

Add Practice Doctors

PracticeDoctor Edit

Edit Practice Doctors

Export Restriction

Restrict Exporting the Customers

Link or Unlink PD

Link or Unlink Practice Doctors

Edit Attachments

Add/Edit Customer Attachments

Edit BA Account ID

Allow changing Billing Account ID

Edit Office Hours

Edit Office Hours

Education

Add/Edit Customer Education Courses or Events

Hide Accounting Tab

Hide Accounting Page on Customer Form

Hide Cases Tab

Hide Cases Page on Customer Form

Hide Sales Tab

Hide Sales Page on Customer Form

Team Prefs

Access to Customer Team Preferences

Technician Prefs

Access to Customer Technician Preferences

View Attachments

View Customer Attachments

Volume Discounts

Access to Customer Volume Discounts

EditWebCredential

Edit Customer Portal Credential

Employees

Employees Records

Employees Time Clock

Employees Time Clock

View Product Prices

Allow view Base, Catalog, and Customer Prices

DataAuditTrailAction

Allow executing the options like Export or Re-Queue

Inventory Adj

Tools, Inventory, Maintenance, Adjustments

Inventory CheckOut

Tools, Inventory, Maintenance, Check Out

Inventory POs

Tools, Inventory, Purchase Orders

Inventory Vendors

Tools, Inventory, Vendors

Load Scheduling

Access to LSA View & LSA Dashboard

Marketing

Access to Marketing Page (Sidebar)

Events Configuration

Access to Events & Education (Sidebar)

ReportsRestrictAll

Restrict users running reports

Sales Analysis

Allow Access to Sales Analysis Report

Calls Analysis

Allow Access to Calls Analysis Report

CRM Settings

Master Settings, CRM

Global Accounting

Global Settings, Accounting

Global Calls

Global Settings, Calls

Global Carriers

Global Settings, Shipping Carriers

Global Case Options

Global Settings, Case Options

Global Case Scores

Global Settings, Case Scores

Global Change Lab ID

Global Settings, Change Lab ID

Global Currency

Global Settings, Currency

Global DAMAS

Global Settings, DAMAS

Global Email

Global Settings, E-Mail

Global General

Global Settings, General

Global Inventory

Global Settings, Inventory

Global Lab Lists

Global Settings, Laboratory Lists

Global Merchant

Global Settings, Merchant Accounts

Global Misc

Global Settings, Misc.

Global Products

Global Settings, Products

Global Settings

Master Settings, Global Root Access

Global Vol Discount

Global Settings, Volume Discount

Shipping Manager COD

Shipping Manager, Allow Remove or Change COD Amount

 

 
hmtoggle_arrow1How to add User to a Group

There are two ways to do that:

A.Add a Group to an User  

1.Following navigation path open Users Group and Management form

2.Click on Users tab

3.Add new user or click on V11 - editicon next to the user you want to add to a group

4.Select the second tab from the user form: Group Membership

V11 - Add group to user

Add a Group to an user

5.Click on V11 - add group

6.Find the group you want to add, click on it

7.Click on V11 - select

Please Note: You can add more groups. Just repeat steps 5,6 and 7

Please Note: To remove a group just click on V11 - delete next to the record you want to delete and select yes when asked for confirmation

8.When done click on V11 - Save.

 

B.Add a User to a Group

1.Following navigation path open Users Group and Management form

2.Click on Group tab

3.Click on V11 - editicon next to the group where you want to add the user (Make sure that the user is already added in the application)

4.Click on Members tab

V11 - Add user to group

Add user to a group

5.Click on V11 - add user

6.On Select User tab find the user and click on V11 - select

Note: You can add more users. Just repeat steps 5 and 6.

Note: To remove a user just click on V11 - delete next to the record you want to delete and select yes when asked for confirmation

7.When done click on V11 - Save

 

See also:

Setting

Customer Settings