Setup/Setting Up User Access Control

8.0. User Access Control Setup

Users & Role Management

User is the name and details of the user, while Role are the duties that the particular user or list of users perform.
To setup access control, you have to first create a Role.

Creating a new Role


STEPS:
  1. Click MAINTENANCE activity
  2. Click ACCESS CONTROL
  3. Click ROLES module
  4. Click NEW
  5. CODE enter S001
  6.  NAME enter Sales Person
  7. Give a description
  8. Click QUOTATION button
    1. On the modules you wish to allow the role to perform, click on the button
    2. Note that you can select all the modules by click on the header at the top-left of the module. It should say your company name as the header.
  9. TICK ALL
    1. Tick will enable role to have all access to this module. Repeat the process for other modules you wish the role to perform.
    2. Note that only for Enhance Version, you are able to control READ, NEW, EDIT, DELETE, PRINT, VIEW HISTORY
  10. Click ADD

Creating and Assigning User Role


STEPS:
  1. Click MAINTENANCE activity
  2. Click ACCESS CONTROL
  3. Click USER module
  4. Click NEW
  5. LOGIN ID enter wendy
    1. This Login ID is the ID users have to key in to access the system.
    2. Enter this ID during the login screen that prompts for your Login ID and password.
  6. NAME enter Wendy Koh
  7. CODE enter WK
    1. This code is use to tagging in document running no.s
  8. PASSWORD enter 12345
    1. You may pre-enter a password for this user.
    2. Note that the user can change their password later
  9. TEMPLATE USER
    1. These are customize fields meant for other project
  10. TEMPLATE
  11. ROLES tick Sales Person
    1. Select the role that this user performs.
    2. Note that if more than one role are selected, the user
    3. will have access to the modules granted in the selected roles.
  12. Click ADD

System Login Access



STEPS:
  1. At top left corner
  2. Click LOG OFF
  3. LOGIN ID enter wendy
  4. PASSWORD enter 12345
  5. Click SALES activity 
    1. You should be able to see that the user can only access to Quotation module display on top left menu

Change Password



STEPS:
  1. Click MAINTENANCE activity
  2. Click USER Module
  3. Select Change Password
    1. There will be a pop-up in the middle of your screen prompting you to change your password.
    2. Enter Old Password
    3. Enter New Password
    4. Enter Re-type Password
  4. Note that the user can change their password and default setting even without your sysadmin's allocation.

Change User Default Setting



STEPS:
  1. Click MAINTENANCE Activity
  2. Click USER Module
  3. Select User Default Setting
  4. Click EDIT, display on the left bottom module
    1. Choose your preferred sorting order for BP, Chart of Account and Item.
    2. Note that this setting will not be shared with other users.
  5. Click SAVE, display on the left bottom module

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