User Administration main screen

 

  

  

Fields and Definitions


1Username 
This is what the user will enter along with their password to log in.
2License Type 
The type of license the user will consume when they log in. 

If the type you select is not available, the user will consume the next higher type (if available) until all seats are used. This means if all limited user seats, such as customer, supplier, or view-only license seats are full, but a full user seat is available, then a limited user trying to log in would consume a full user seat except for the "Data Collection" license type (see more on this type below). This ensures maximum access and allows companies to set up limited users before they have purchased a limited user license type.  

Note: while an admin can't grant access (by group) to areas of the system blocked from limited users, even if the user is assigned a limited user license type, they will not be able to access those areas as long as their type is "Limited." See below the list of roles permitted if a user has a Production license type. However, you may add group assignments to expand their roles. If the user type is "Data Collection" it will allow the user, when logged in, to not consume a license. In this case, the user can only perform scans in SFT-BC to transfer products between work centers, but nothing else.
3Work Center
The default work center to use in Time Log Management.
4Initials 
The user's initials. This will be visible in the system on various transactions to indicate who performed the action.
5First Name
The user's first name.
6Last Name
The user's last name.
7Email Address
The user's email address. This is the address that will be used for password reset and system notifications. The email address must be a valid address to ensure full functionality
8Super Users Section
Allows the admin to assign users as super users for each indicated section.  
  • Production Super User: By selecting this field, you automatically assign full supervisory rights to all production screens and reports in manexCloud, and it is not necessary to assign any production group rights as they are ignored if this checkbox is active.  
  • Accounting Super User: By selecting this field, you automatically assign full supervisory rights to all accounting screens and reports in manexCloud, and it is not necessary to assign any accounting group rights as they are ignored if this checkbox is active. 
  • Company Admin User: By selecting this field, you automatically assign full supervisory rights to all accounting and production screens, all reports, and all setup screens in manexCloud, and it is not necessary to assign any individual group rights as they are ignored if this checkbox is active. 

Note: company admin rights are the highest rights one can have and trump all other super user rights or group rights if activated for a user.
9Password Settings Section 
Allows the admin to do the following: block or permit password changes for each user, set how often the password must be reset, and set session timeout limits. A password must be at least 6 characters.

Note: session timeout should not exceed the current IIS and SQL db session limits (default is 20). Admins can adjust those limits as needed. Also, when a user is created, the password is automatically saved as "default." When the user logs in for the first time, they will be asked to change their password. A password must be at least 6 characters.
10User Type Section 
The Exempt checkbox is for internal information only and is not used by the system.  

The External checkbox is an important switch for what type of record access should be defaulted. External users cannot access any customer or supplier records unless specifically checked in the related boxes below.  

An Internal user will default to access all customers and suppliers unless specific records are selected. If some are checked, then the "Internal" user will have access to only the records for the selected companies.  
11User Groups Section 
A list of setup Groups in the system. The admin can grant system access simply by assigning appropriate groups based on the user's roles in the company.

1. Users can be assigned to as many or as few groups as desired.  Groups with overlapping permissions will not cause issues.  

Note: If the user is assigned to two groups with overlapping permissions, removing one of those groups will not affect the permissions for the remaining assigned groups. This means that the admin must remove access to all groups with permission to access a specific screen in order to remove access to that screen. For this reason, it is suggested that groups have a targeted role selection.


2. If the admin wants to create special and specific access for a single user, they can create a special group just for that user and assign only that user to that group


12Available Customers Section  
This is where the admin determines which records, in approved modules, the user can access. External users can access records in approved modules for only those customers selected in this section. "Internal" users have access to all customers unless specific records are selected, in which case they will be able to access records only for those companies selected. 
  
Note: not all areas have this restriction at this time, so it is important that the admin verify specific record access restrictions to ensure compliance with any regulatory requirements before granting access for the user to the module.
13Available Suppliers Section
This operates just like "Available Customers" with a focus on suppliers instead of customers (see below for more information).

 


Available Customers/Suppliers Section:


For example, external users are generally restricted to certain customers/suppliers. As you can see in the screenshot below, the external user only has access to those selected customers/suppliers. These same restrictions can be applied to internal users if you wanted them to only have access to certain customers/ suppliers.



 

Internal users generally have access to all customers and suppliers at all times. In this case, we recommend not checking any customer and/or supplier. Leaving everything unchecked, gives the user access to all customers and suppliers, including new ones added. As soon as you select one or multiple Customers/Suppliers, then that will restrict access to only those selected.

 


 

Once a user has been set up, signed in, and changed their password, then the Password Settings screen (as shown above) will be changed to the User Status and Password screen, where two more boxes are added giving the options to suspend the user or reset the user's password to default (see image below).



 

The following is a list of roles that will be permitted if a user has a Production license type:  

  1. "BOM_View","BOM_Print"
  2. "CAR_View"
  3. "CONTACTS_View","CUSTOMER_View"
  4. "ECO_View"
  5. "KIT_View"
  6. "ROUTING_View"
  7. "DFCTENTR_Add", "DFCTENTR_Edit", "DFCTENTR_Delete", "DFCTENTR_View"
  8. "SHOPFLBC_View","SHOPFLBC_Add","SHOPFLBC_Edit","SHOPFLBC_Delete","SHOPFLBC_Print","SHOPFLBC_Price","SHOPFLBC_Setup"
  9. "SHOPFLWC_View","SHOPFLWC_Add","SHOPFLWC_Edit","SHOPFLWC_Delete","SHOPFLWC_Print","SHOPFLWC_Price","SHOPFLWC_Setup"
  10. "SHOPFLWO_View","SHOPFLWO_Add","SHOPFLWO_Edit","SHOPFLWO_Delete","SHOPFLWO_Print","SHOPFLWO_Price","SHOPFLWO_Setup"
  11. "TIMELOG_Add","TIMELOG_Delete","TIMELOG_Edit","TIMELOG_View"
  12. "WO_View"
  13. "WRKCAPCT_View"
  14. "WRKINSTR_View"