Docs   /   Configurations   /   Users

Users

 In User, you can add new user of Smacc. You can set notification, graphic rights of  the users. You can also update role of user, link/unlink salesman, activate/ deactivate login id, name of user, email address and contacts of users. You can change the password of user and also delete the user record.

 

Adding new User/Login Id.

To add new “User or New Login ID” , click on the “Configuration”, then “Security”, then click “Users”. Users page will be displayed.

Click the “Add New” button on the top of Users page, pop-up will be displayed.

Select your desired role from “Role” drop down list.

Check the “Is Salesman Linked” checkbox to link the “Salesman” with “User”, then “Salesman” text field will be enabled. Type in “Salesman” input box then salesman list will be displayed. Select your desired salesman then selected salesman will be displayed in Salesman input box. If you do not want to link salesman then uncheck the “Is Salesman Linked” checkbox to unlink the Salesman with User.

  • Check/uncheck the “Is Active” check box to active/de-active “Login Id”. Check/uncheck the “Dashboard” check box to set the permission for website and device dashboard.
  • Enter login id in “Login Id” input box, then enter password in “Password” input box then re-enter the same password to confirm the password in “Confirm New Password” input box.
  • Enter first name in “First name” input box then enter last name in “Last Name” input box. Enter email address in “Email Address” input box. Enter landline number in “Landline” input box then enter mobile number in “Mobile” input box.

 

Click “OK” button to save the information.

 

Edit/Update Users Role.

To edit/update “User Role“, click on the “Configuration”, then “Security”, then click “Users”. Users page will be displayed.

Please click on “Edit” Icon in the grid against the desired “Login ID” then pop-up will be displayed with user information.

 

  • Using “Role” drop down list you can change the “Role” of this user.

 

Click “OK” button to save the information.

 

Link/Unlink User or Login ID to Salesman.

To “Link/Unlink” the “User” or “Login ID” to “Salesman”, click on the “Configuration”, then “Security”, then click “Users”. Users page will be displayed.

Please click on “Edit” Icon in the grid against the desired “Login ID” then pop-up will be displayed with user information.

 

  • Check the “Is Salesman Linked” checkbox to link the “Salesman” with “User”, then “Salesman” text field will be enabled. Type in “Salesman” input box then salesman list will be displayed. Select your desired salesman then selected salesman will be displayed in Salesman input box. If you do not want to link salesman then uncheck the “Is Salesman Linked” checkbox to unlink the Salesman with this User.

 

Click “OK” button to save the information.

 

Activate/De-Activate Login ID or User.

To “Activate/De-Activate Login ID” or “User”, click on the “Configuration”, then “Security”, then click “Users”. Users page will be displayed.

Please click on “Edit” Icon in the grid against the desired “Login ID” then pop-up will be displayed with user information.

 

  • Check/Uncheck the “Is Active” check box to activate/de-activate Login of this user.

 

 

Click “OK” button to save the information.

 

Edit/Update The Permissions of Dashboard against User.

To edit/update  The Permissions of “Dashboard” against “User”, click on the “Configuration”, then “Security”, then click “Users”. Users page will be displayed.

Please click on “Edit” Icon in the grid against the desired “Login ID” then pop-up will be displayed with user information.

 

  • Check/uncheck the “Dashboard” check box to set the permissions for website and device dashboard. User can login on device “Dashboard” application (SMACC Dashboard applications for IOS and Android) only if “Dashboard” check box is checked.

 

 

Click “OK” button to save the information.

 

Edit/Update First/Last name” of “User.

To edit/update First/Last name” of “User”, click on the “Configuration”, then “Security”, then click “Users”. Users page will be displayed.

Please click on “Edit” Icon in the grid against the desired “Login ID” then pop-up will be displayed with user information.

 

  • Update first name in “First name” input box and last name in “Last Name” input box.

 

Click “OK” button to save the information.

 

Edit/Update Email Address of User.

To edit/update “Email Address of User”, click on the “Configuration”, then “Security”, then click “Users”. Users page will be displayed.

Please click on “Edit” Icon in the grid against the desired “Login ID” then pop-up will be displayed with user information.

 

  • Update/edit email address using “Email Address” input box.

 

 

Click “OK” button to save the information.

 

Edit/Update Users Mobile/Landline No.

To edit/update  Users Mobile/Landline No”, click on the “Configuration”, then “Security”, then click “Users”. Users page will be displayed.

Add New User

Please click on “Edit” Icon in the grid against the desired “Login ID” then pop-up will be displayed with user information.

 

  • Update/edit landline number using “Landline” input box.
  • Update/edit mobile number using “Mobile” input box.

 

Click “OK” button to save the information.

 

Edit/Update Notification Rights of Users.

To Edit/Update  Notification Rights” of “Users”, click on the “Configuration”, then “Security”, then click “Users”. Users page will be displayed.

Add New User

  • Click on “Set Notification rights” icon in the grid against the desired User or Login ID then Edit Notification Access pop-up will be displayed. Notification icon will only be displayed if Dashboard check box is checked against this user.

Website Notification setting can be set using the check boxes under “Web Dashboard”.

Click “OK” button to save the information.

 

Setting Graph Rights of the User.

To set “Graph Rights of User”, click on the “Configuration”, then “Security”, then click “Users”. Users page will be displayed.

Add New User

  • Click on “Set Graph rights” icon in the grid against the desired User or Login ID then “Edit Graph Access” pop-up will be displayed. Graph icon will only be displayed if Dashboard check box is checked against this user.

Website Graph setting can be set using the check boxes under “Web Dashboard”.

Click “OK” button to save the information.

 

Deleting Login ID.

To “Delete Login ID”, click on the “Configuration”, then “Security”, then click “Users”. Users page will be displayed.

Add New User

Click on “Delete” icon in grid against the desired login id then prompt dialog will be displayed for confirmation.

Click ”Yes” button to delete the information.

 

Setting Users Password.

To set “Users Password”, click on the “Configuration”, then “Security”, then click “Users”. Users page will be displayed.

Add New User

  • Click on “Change Password” Icon in the grid against the desired login id then “Change Password” pop-up will be displayed.
  • Please enter the new password in “New Password” input box then enter the new password again in “Confirm New Password” input box to confirm the new password.

Click “Save” button to save the information.


Leave a Reply

Your email address will not be published. Required fields are marked *