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.
Next, we'll 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.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.
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 view, modify, and delete in all modules, but no costs are visible. They do not have admin access.
Users in the Salesperson group can view, modify, and delete within 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, we'll put our user in the Normal group. However, we'll also give them additional privileges using the field at right.
Click the + button to add a module.
For this user, in addition to Normal group privileges, we will give them full 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 let them View & Modify & Delete, but you may also restrict them from modules using the other options.
Click Save to finish. This concludes the Users and Permissions tutorial.