User Page

The User Page can be accessed at any time by clicking the link at the top of the page. It gives the ability to manage information specific to account in the system. From the user page it is possible to modify personal details, set defaults, modify password, view reports, manage the customers added to the system, manage generated documents, administer users, companies, manage tables, document templates and manage content documents.

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Figure A - Personalize Details


Setup | Setup is only available to users with administrative permissions.

User Personalization | To set an Effectivity Date for the current session, it is necessary to enter a date in the correct format in the Effectivity Date field.
The Date Format and Date Separator fields are used to determine how dates should be displayed and entered. Dates must be entered in the selected format with the selected separator. If not then an error will be displayed until the user enters the correct date.
The Default Market is used to determine what market to apply to products that are being configured. Once the product is configured and added to the shopping cart, a new market can be chosen.

Modify Personal Details | This section allows users to modify personal data, such as their Name, Email Address, ID Code, Address, etc. Users are unable to change critical settings such as their user type (group), approval/managing/order parent, etc. This helps administrators so that they do not need to modify a user for an address change or phone number change.

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Figure B - Modify Personal Details


Modify Password | Users can change their password by clicking the Modify Password link. In order to change their password, the user needs to enter their current password then type the new password. The new password needs to meet certain requirements before it is deemed valid. Additionally, users are allowed to change their user name.

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Figure C - Modify Password


Reports | This section allows users to view any reports that have been assigned to their user group. The Report page lists all the user’s reports. Here users can run a report by selecting it from the list.

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Figure D - Reports


Once a report has been run, it can be exported into a excel spreadsheet. This can be done by clicking the Export button at the bottom of the page.

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Figure E - Exporting Reports


The exported file can then be saved to the user’s system, where it can then be printed if desired. To return to the list of reports, user can click Reports at the bottom of the page.

Manage Customer | This section allows users to modify their local customers. These customers have been created by the user through a CRM Import or by saving the information in a quote. The administration page that is displayed lists all the customers. In this section, local customers can be edited, deleted, or created.

We are able to update only the local customers that our user has created. We are unable to change global customers, or local customers created by other users.

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Figure F - Managing Customers


New customers can be added by clicking Add New at the top of the screen. Customers added here will be available only to the user that created them. Others can see these customers if customer visibility rules is created.

Manage Generated Documents | This section allows users to manage generated documents they have created.

  • To delete an individual document - by clicking the delete button on the left side (next to user’s name).
  • To delete multiple documents- by checking the box in the delete column and clicking Delete Selected. Clicking Select All will select all documents visible on the page.
  • To delete all documents - clicking Delete All will start a background process to delete all documents.

User Administers | This section will appear only is user is set by the admin to be able to administer users. On this page will be displayed list of users that local admin is managing parent and all users that local admin has created.

Manage Custom Tables | This section allows managing different custom tables. This option is available only for users that have permission to modify certain custom tables. This can be enabled in section Products –> Custom Table - Delegate Authority in Administration Setup. User that belongs to at least one of selected permission groups will be able to manage specific custom table.
User allowed to manage the table can either see entries or export table if needed.

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Figure G - Managing Custom Tables

Clicking on the View entries icon will open new table where user can read all the data from specific table. Moreover, it is implemented ability to save information about who and when created/updated custom table. User can Export Listed Entries, Export Entire Table, Import new one or Delete All Entries.

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Figure H - View Entries
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