Create and Manage users
In order for a member of your team to access OpenBoxes, an administrator must create a user profile for them and assign them user permissions. Before we get to user creation, see this document for a brief overview of user permissions.
Kreye Nouvo itilizatè
Before you create a new user, check if a person record already exists for them. You can convert a Person to User to not create duplicate records. See this article on how you can check for person records.
Once you have confirmed that the person record does not exist for them, you can continue with the below steps to create a user profile for them.
- To create a new user, hover over the Configuration tab and click “User.”
This will bring you to the user list page.
- On the user list page, click "Create user." This will lead to a screen where you can enter in key information about the user.
- Username: Create a username that will be easy for the user to remember. A common approach is to take the first letter of the user’s first name and their last name to create their username.
First Name: Type in first name.
Nan egzanp sa a, Sally.
Last Name: Type in last name.
Nan egzanp sa a, Smith.
Password: Enter a secure password.
Li rekòmande ke itilizatè a chanje modpas yo yon fwa yo te avèk siksè louvri sesyon an.
- Email: Type in the user’s preferred email.
- Locale: Chwazi lang preferans. Sa a pral chanje tout koòdone OB nan lang nan pi pito kote tradiksyon yo disponib.
Click on "Save" and OB will bring you to the Edit User authorization screen. In the User Details tab, check the Active box. Then only, the user will be able to log in using their credentials.
Mark user as active in User Details tab.
- You will also need to give the user permissions in the system. Note: If you create a user but do not add permissions, the user will not be able to access Openboxes!!
You can select a Default location. Pick the location the user works in the most. If you want the user to be automatically logged into that location upon opening OpenBoxes, click the auto-login location button.
Select Default Roles.
Every user must have a default role. The default role is the minimum role a user should have at every single location in OB. Don't worry about permission at specific locations. Instead, think about the permissions you want this user to have for the location they use the least in OpenBoxes. If you don't want this user to even see that location, set their default as No Access. If you want to them see it, set their default as browser. If you want them to be able to create transactions in all locations, set their default as manager, and so on. Scroll down for some examples.
Choose Location-specific permissions
Anba a kote default la se yon bwat ki rele "wòl kote." Ou pral wè ke nan bwat sa a ou ka asiyen yon wòl pou itilizatè a pou chak kote nan Openboxes. Sa a se aspè ki pi enpòtan nan kreye yon itilizatè! Ou dwe deside, pou chak kote, kijan moun nan pral gen dwa kominike avèk li. Nenpòt kote ki rete kòm default pral mete kòm wòl nan default ki dekri anwo a.
The important thing here is to think "do I need to upgrade the users permission for this location?" If no, just leave it as is. If yes, refer to the table in the Intro to User Permissions document determine the proper permission level.
Role Assignment Examples
Ex1: I want my user to be able to see all depots in the system, but only to be able to create transactions in the warehouse where they work.
- Mete pèmisyon default kòm navigatè. Ajoute manadjè kòm yon pèmisyon kote-espesifik
Ex2: Mwen vle itilizatè mwen an pou kapab kreye tranzaksyon nan depo a kote yo travay, e menm kapab kreye pwodwi ak itilizatè yo. Men, mwen pa vle yo kapab wè depo nan lòt enstalasyon.
- Mete pèmisyon default kòm pa gen aksè. Ajoute administratè kòm yon kote-espesifik pèmisyon
Ex3: Mwen vle itilizatè mwen an pou kapab wè tout kote nan sistèm lan, men se pa fè okenn chanjman
- Mete pèmisyon default kòm navigatè epi yo pa ajoute kote-espesifik pèmisyon
Ex4: Mwen vle itilizatè mwen an pou kapab fè anyen, nenpòt kote nan sistèm lan
- Mete pèmisyon default kòm superuser, pa mete pèmisyon kote-espesifik
Apre w fin chwazi wòl default ou, pa bliye ajoute pèmisyon espesyal!
Itilizatè finansye - Ajoute wòl sa a nan espas default la pou nenpòt itilizatè ke ou vle pou kapab wè pri a nan atik nan sistèm lan. Itilizatè san otorizasyon sa a pral wè tout depans yo boule deyò.
Approver - Add this role for any user that will have permission to place or rollback POs.
Yon fwa ou te fini pèmisyon koreksyon, peze sove. Ou te kounye a kreye yon itilizatè!
Editing User Profiles
Go to the user list by clicking Configuration > Users.
Configuration Menu - On the user list, click on the username of the user you would like to edit. This will bring you to the edit user page:
User Details Tab
On the first tab, pictured above, you can edit any field: Email Address, Username, User First and Last name, Language (locale—options are English, French, or Spanish) and have the account set to active or inactive.
Change Password Tab
On the "change password" tab, you can change the user's password.
Authorization Tab
Sou tab la twazyèm, ou ka chanje otorizasyon itilizatè a (gade direksyon pou kreye yon nouvo itilizatè pou yon gid etap-pa-etap pèmisyon).
