User Access Workflow

(USERS)
General Objective: Explain in a fast and accurate way the basic steps for the creation of users access to the system.
Main Sections
1-Users

Creates users access to the main system.

2-Groups
3-System Modules

Generates groups and assigns the users to them.

Assigns Users or Groups by modules.

4-System Applications

Assignment of user or group to applications.

Window #1

User Access

1-Users
Once you click on the section as shown at window # 1, a new screen will appear where you will be able to set up
users configuration. In order to create a new user you must make a right click and then follow the instruction as
given on Window #2.

Window # 2

The users configuration begins with window #3 which will appear on the screen after selecting New User as shown
in the previous figure.
Window #3

Users New Record

1-User Name
2-Full Name/Email/Phone/Division
3-Password
4-Internal Customer ID

Enter User ID.

Include Full name, contact information including the office location that
has been set up by default for this user.
Select Password for the user.
This option will be used if the user that is being configured is also a client,
by using the internal customer ID will be restricted the transactions that
will be seen by this user to those related to the specific company.

2-Groups
Once you click on the Group section as shown at Window # 4, the content of the window will change. In order to set
up a new Group you must make a right click and then follow the instruction as given on the following figure.
Window # 4

The users configuration begins with window #5 which will appear on the screen after selecting New Group as
shown in the previous figure.

Window #5

Group Name
Description

Groups New Record

Include Group ID.

Enter some group description.

Users assignment to groups will be explained trough window#5b which is shown bellow.
Window #5b

Groups User New

Cont. Window # 5b

3- System Modules
Depending on the selected Module you will be able to determine the access privileges by the users or groups. Once
you click on the System Module Icon the screen will show a list of all the Modules as shown at the window # 6.
Window #6

Users or Groups access rights will be specified at each Module as it is shown bellow.
Window # 6b

4- System Applications
Depending on the selected Application you will be able to determine the access privileges by users or groups. Once
you click on the System Application Icon the screen will show a list of all the Applications as shown bellow.

Window #7

Window #8

System Applications Users/Group Access New Record