User Permissions

The administrator automatically has full access to all documents and permission levels, but the secondary users must have their details added by the account administrator.  These permission levels include the ability to see an item's price on a PO, the documents types that can be used, and even which trading partners can be accessed by your user.

Once the addition has been made, you can then update their personal information:

1. Click on Settings (top right corner).
2. Click on Users.
3. Click on the Add User button.
4. Enter their User Name and their Real Name.
   * Sometimes the User Name is a department name.
   * The User Name and the Real Name can be the same name.
5. Enter their email address and phone number. (optional)
    
6. Enter a password for the new user into the New Password and Confirmation fields.
   * If they wish, they will be able to change the password later.
    
7. You can limit what a user can see and do. To set the limits select the trading partner from the drop down menu.
   If you do want the user to see price information, click on the View Pricing and Totals box.
   * It is not unusual for non-accounting employees to not be able to view the pricing details.
    
8. You can limit the type of document they view and the actions that they can take.
   * If you are setting up a warehouse manager, that person will need to view the 850 (PO) and they will need to view, create, and send ASNs.
   * It may be a good idea to not allow the user the ability to delete a document. It may help prevent a document from being accidentally deleted.
9. Click the Save User Button.
    
10. Let the new user know their User Name and Password.