QVALON

    Users

    Follow

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

    This screen displays a list of existing users in the system as a table. To search for a specific user, set the filters and click on the Apply button. When you click on the Reset button, 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 download the user list in .xls format.

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    Create a user

    To create a new user, click on the New User button. The new user creation menu will open.

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    Fill in the fields. Fields with the asterisk (*) are mandatory.

    Tick the Active user checkbox to activate this user.

    After filling in the user information, you should assign at least one group to the user.

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

    Specify which reports will be available for the user in the same way.

    To save changes, click on the Create user button.

    Edit user information

    To view/edit user information, click on a user in the user list. The panel with user information will open.

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    In the Information tab you can:

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

    To save your changes, tap the Save changes button.

     

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

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

    To save changes, click on the Save changes button.

    To edit what reports are available 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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