To begin, select User Management from the bottom of the left-hand navigation bar.Please note that only users with administrative privileges can access the User Management module.
This screen lists all users in your system. You can use the sorting tools along the top of the page, or search using the button at the bottom of the page to find specific users. This page has several functions. We’ll select a user to demonstrate.
After selecting a user, we’ll click the Actions button at the bottom of the screen.
Using the menu, you can log off the user from their session, delete the user, or send them a message. We’ll send a message.
We simply write our message in the field and click OK to send.
If the user is online, they receive the message immediately, showing up as a notification on the top bar. Otherwise, they will receive it when they next log on. Click OK to confirm.
Any user can also send a message via the Notifications icon at the top of every screen.
Simply click Send Message on the drop-down menu.
Here, you can add the intended recipient in the User field, and your message in the Message field.
Click Send to send your message.We’ll look at how your message appears to the recipient on the next slide.
We’ve logged into the recipient’s account. They have a flag on their Notification icon and can click on it to view their messages.
Any user can send and receive messages through this icon.Next, we’ll go back to our administrator account to create a new user.
We will now add a new user. Click the + New button at the bottom of the screen.
Use the fields to create a user. Their username will be used to log into ApparelMagic, and their email will be used to log into the support center. Every user must have their own distinct email address in this field.
Note that this email address is used only internally. For communication with vendors and customers, they may have a different email address, if desired, which we will look at in a later slide.
Passwords should be at least 8 characters including a capital letter, a lowercase letter, a numeral.
On the Overview page, you may include additional information about the user, including their Company, their Phone Number, and their Position.You may also create a new password on this page.
After the user has logged in, you can see related data in the Activity column. The Last Login field shows the last time they logged in. Last IP shows their IP address for the session. The Last Screen field shows their most recent screen.
You may also add a profile picture for the user with the field to the right.
Click Save before continuing.
Next, we’ll go to the Email tab.This tab is completely optional, but can save time in the user’s workflow by letting them send documents and emails directly from ApparelMagic.
If desired, you can set up ApparelMagic to send out orders, invoices, and more from a user’s email address. Add their username, password, server, and any security.
Note that this email address may be the same as the email entered on the Overview tab, but does not need to be. This address will be used in the From field for communication with outside parties.
When all data is entered, click Test E-Mail Credentials to send a test email. Once you have it set up, click Save before continuing. We’ll move on to the Permissions tab next.
On the Permissions tab, you may set the individual user’s permission levels.We’ll look at Groups first.Users in the No Cost group can access all modules, but no costs are visible. They do not have admin access.
Users in the Salesperson group can access the Customers and Orders modules only. They do not have admin access.
Users in the Normal group can view, modify, and delete in all modules. They do not have admin access.
Users in the Admin group can view, modify, and delete in all modules. They also have the ability to access administrative features such as Settings and User Management.
For our example, our new user begins as a Normal user since that is the default. However, we’ll reduce their privileges using the field at right.
Click the + button to add a module.
For this user, they will have all permissions associated with the Normal group, but we will now reduce their privileges in the User Management module.Simply choose that module from the list to continue.
Next, using the Permission field, we can select what they can do in the module. For our example, we will give them No Access.
Using the Permission field, you are able to reduce user permissions or restore them to default. If you would like to add permissions, you may change their Group.Click Save to finish. This concludes the Users and Permissions tutorial.