Table of Contents

 see Importing Leads, Customers, Suppliers, People and Companies if not setting up people manually

Overview

A person in the system can be any or all of

1. An employee in the system

   1. An employee can access screens and be given functions (secure features) 

      1. An employee may have limited access

         1. Limited to only a few host companies

         2. Limited to only their chosen default warehouse (stock, customers, etc)

         3. Limited to only their Branch of the business (if the host company has branches)

         4. Sales reps can be limited only to their own customers

      2. Employees Ticked as "Is Administrator"  this is advised to be limited to only 1 or 2 people

         1. Have additional menus across the system - example on a SKU, company, sales order and others

         2. Can create random test data in live 

         3. Can change to any host company in the system

         4. Can tick on "Is Administrator" to any other user

         5. IN TEST > Can scramble all customer names to anonymise the data in test

         6. IN TEST > Receives all emails sent out from the system diverted from the original address.  Note - this can also be achieved using Admin > Host Company > System Features > Email Test addresses.  

2. A contact at multiple customers and or suppliers
   
   

   1. A contact at a supplier may have a role in the system and be allowed to login (if the supplier is flagged as "Allow login") and the contact has a role AND is flagged "Allow login"

   2. The contact visibility will be limited to:

      1. Transactions related to the customer and or supplier of the chosen context (orders, invoices, payments, and other documents)

         1. Persons with access to multiple customers and or suppliers will first choose a context

      2. Suppliers that are a 3PL warehouse supplier (set on Warehouse screen) will get access to stock visibility and ability to pick and pack orders in that warehouse.

Adding another user - Employees

When you want to add a new user to the system

If the employee is to change from one company to another - their person card will need to be global

If the person is not already global the option will be on the person card

Open

Open