The Users section in the Administration menu drop down will allow those with proper permissions to manage users and their permissions within the system. Currently the Users menu contains two sections: Manage Users and Permission Templates. You can quickly sort the grid by using the Status drop down located in the top right, above the grid or by searching. For more information on grid sorting options please click here. Lets start with the first menu option, manage users.
The manage users grid (seen above) will display all users currently in your system. You can quickly sort the grid by using the status drop down or by searching. For more information on grid sorting options please click here.
Most of the actions associated with the Users grid are self explanatory but I would like to cover a few of the more commonly used processes and functions associated with this process.
Grid Action Buttons
Add New – Select this action to create a new user for your system. Process is outlined below.
Edit – Select a user by clicking a row from the grid, then click this action to edit the user.
Duplicate – Select a user by clicking a row from the grid, then click this action to duplicate the user.
Deactivate – Select a user by clicking a row from the grid, then click this action to lock a user from accessing the system.
Unlock – Select a user by clicking a row from the grid, then click this action to unlock the user and allow them to log into the system. More info below
Failed Attempts – Select a user by clicking a row from the gird, then click this action to view a users failed login attempts data.
Print Barcode – Select a user by clicking the row from the grid, then click this action button to print the users login barcode.
Excel – Selecting this action will export the currently displayed grid data to excel.
Creating a New User
Creating and editing a user in the Virtual Office system is something that will be re-visited from time to time and is important to understand. The example image below displays the current user profile settings. I will break this portion up into sections and explain further below.
When creating a new user account in your system you will need to start with inputting information into the top portion of this user profile window. I will cover some of the basics. Refer to the example image below to match the indicator hands. Click image to enlarge. Starting with the User Type input (1), select the users system access. This will be: Virtual Office User, Scanner User, or Virtual Office & Scanner User. This will limit the users access to the system but this setting can be changed in the future. It is important to note that only users that can log into Virtual Office count towards your user limit.
The User Name input (2) will be used as their system login name. The Users Full Name (3) will be used/displayed in the system when reviewing past events, logs or changes. The Scanner Password input (4) is only needed if the user is also a Scanner user but not required. Typically a Scanner user can log into their scanner by scanning their user barcode. However, this could potentially be a security issue. Entering in a password into the Scanner Password input (4) will require an additional password to be inputed to prevent other users from scanning your user barcode. The Template drop down (5) requires that you have already created a Permission Template that can be applied to a user. More information on Permission Templates can be found below.
The bottom portion of the user profile window contains several tabs with individual sections within them. It is important to note that additional sections within the “Page Permissions” may be needed in order to view all available options in a page. Example image for indicator hands can be found below. Click image to enlarge.
The Tabs (1) are located at the upper portion of the permissions section of a user profile window. The active tab is highlighted with a white background (1). These tabs contain individual sections (2) within each of them. Within each section are the individual permission blocks. The sections within a tab operate like an accordion; click the section title (2) and the permissions blocks will appear below each title. The permission blocks can be clicked to enable. Enabled permissions will be highlighted with a blue background – inactive permissions will have a white background. See example image below.
Menu Permissions Tab – Contains permissions to allow users to view and have access to specific menu items in Virtual Office system.
Page Permissions Tab – Contains permissions to allow users to view specific pages, areas, or sections in the system that might not have a direct navigable path.
Scanner Permissions Tab – Contains permissions to allow scanner users to view and have access to specific menu items in Virtual Office system.
Customer Permissions Tab – Contains permissions to allow users to view and have access to specific customer information within the Virtual Office system.
Email Alerts Tab – User Email Events are email notifications that users can be subscribed to. Users will be notified via email when a specific event has occurred if their account has an active subscription.
If a user attempts to login unsuccessfully their account will be locked after 5 attempts. A user account that has been locked will display “Locked” in the status column for the user grid. A persons with proper permissions can unlock a users account by clicking the users row from the grid and then clicking on the “Unlock” action button at the top the grid. Performing this process will reset the users login attempts counter and will allow them to login into the system.
The Permission Templates are saved presets for page and menu permissions that can be applied to new and existing users. The Permissions Templates page will let you create those preset templates. For instance, you could create a permissions template that contains preset permissions to users within your purchasing dept, sales, warehouse, administration and so forth. Once a Permission Template has been created it can be updated via this same menu or applied to users via the Users grid and a users profile window.
Once you are on the Permission Templates page you can begin this process by clicking the drop down. From this drop down you can select an existing template to modify or select “Add New” from the bottom of the list. See example image above. When creating a new Permission Template you will not see the drop down (1) listed in the example image below. That drop down is only present in saved/existing Permission Template and allows you to quickly navigate to another template for editing purposes.
When creating a new Permission Template you will need to start with the Template Name (2). See example image above. Click the image to enlarge. Be aware of the save button (3) location and click to save your template progress. Much like the User profile window above this window also has Tabs to house each sections permission blocks. However, this time all of the sections are opened for display. There is a green “Select All” button (5) located at the top right of each section that will allow you to quickly select all of the permission blocks within that section. The functionality for the permission blocks are the same as seen above for the User profile window – a blue background equals an active permission and a white background equals an in-active permission.