QVALON

    Users

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    To access the list of system users, select Users tab from the Administration section of the left menu.

    This screen displays a list of existing users in the system as a table. To search, use the filters and click Apply. When you click Reset, all filters will be cleared.

    To view/edit user information, click on the corresponding row in the table. The information will be shown at the bottom of the page.

    If necessary, you can upload the user list in .xls format.

    Create a user

    To create a new user, click New User. The window for creating a new user will open.

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    Fill in the fields. Fields with an * sign are mandatory.

    Tick the Active user checkbox to activate this user.

    After filling in the user information, you should assign one or more groups to the user.

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    • To select a group for a user, "drag" a group from the list of available groups to the list of selected groups using the arrows.
    • To deselect groups, drag a group from the list of selected groups to the list of available groups using the arrows.

    Specify the distribution of reports for the user in the same way.

    To save changes, click Create user.

    Edit user information

    To view/edit user information, click on a user in the user list. The panel for viewing user information will be opened.

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    In the Information tab you can:

    • view the following fields:
      • Login;
      • E-mail;
      • Type of authorization.
    • edit the fields:
      • Name;
      • Last name;
      • Position.
    • activate/Deactivate user;
    • appoint as store director;
    • change the user password.

    To save your changes, tap Save changes.

     

    To edit a user group, go to the Users groups tab.

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    • To select a group for a user, "drag" a group from the list of available groups to the list of selected groups using the arrows.
    • To deselect groups, drag a group from the list of selected groups to the list of available groups using the arrows.

    To save changes, click Save changes.

    To edit available reports for the user, go to the Reports tab.

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    Tick the checkboxes for reports that will be available to users.

    To save your changes, click Save changes.

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