Differences

This shows you the differences between two versions of the page.

--- holray:maintain_users [2022/03/01 15:43] – siray
+++ holray:maintain_users [2022/03/03 09:52] (current) – [Add New User] siray
@@ Line 17: / Line 17: @@
-==== Edit Exisiting User ====
+===== Edit Exisiting User =====
 To edit an existing user, click on their record and edit or delete.
+----
+===== Add New User =====
 To add a new user, click the blue New User button.
-Details are case sensitive. You can only set a user to be the same level as you, or below. You cannot give a level above yourself (so do not change yourself from Administrator as once you change down, you cannot change back up!). The highest level you can set is Administrator. Then it is Accounts user (they have access to accounts and can see pretty much the same as you), Bookings Admin, Bookings User and finally Agent. When setting your users up, log in using their settings to see what they can access to decide on their levels. You may change your mind as you get more used to the system. Click the link to see the different levels of access.
+{{ :holray:maintainuser1.png?direct |}}
+A box will open and you can start to create your users.
-If the user is an agent, set which agent it is.
+{{ :holray:maintainusers3.png?direct |}}
-You can set users to have access to all locations, or just a selected few. Click and highlight all locations that apply.
+Details are case sensitive. You can only set a user to be the same level as you, or below. You cannot give a level above yourself (so do not change yourself from Administrator as once you change down, you cannot change back up!).
-The office will be the head office base in most cases, as set under mainatin Offices.
+**Auth Level** = The highest level you can set is //Administrator//. Then it is //Accounts user// (they have access to accounts and can see pretty much the same as you), //Bookings Admin//, //Bookings User// and finally //Agent//.
+//When setting your users up, log in using their settings.This way, you can see what they do / don't have access to. If needs be, you can then alter their user setting accordingly//
+**Agent** = If the user is an agent, set which agent it is.
+**Locations** = You can set users to have access to all locations, or just a selected few. Click and highlight all locations that apply.
+**Office** = The office will be the head office base in most cases, as set under mainatin Offices.
 There are a set number of additional options for your users, it depends entirely on what you would like them to be able to do, and their level of competance, experience and so on.
-The start page is the screen the system will open up first when logged in to. In most cases we suggest the summary screen, but some prefer the chart view.
+**User is readonly** = As it says on the tin. If this box is ticked the user will not be able to make any changes to the system.
+**User can change prices** = Ticking this box enables the user to alter prices.
+**Default Label** = This is for label printers.
+**Default Web User** = Do not tick this unless setting up a web user
+**Start Page** = The start page is the screen the system will open up first when logged into. In most case, we suggest the summary screen but some prefer the chart view.
-The default web user will be the web agent you have set up previously.
 Click insert.