Add/Edit/Delete Buttons ("Online Users" screen)

Click Add or Edit to add or edit an online user, or Delete to delete a user. If Add or Edit, the system will display the "Online User" screen. Three data entry tabs will be displayed.

 

Online User Screen (User Tab)

 

 

User Tab

Enter applicable information for the online user. The user will be required to enter the "Email" and "Password" to access the company web site. Select the "Default Ship To #" from a drop-down list of addresses previously entered for the account.

 

Browse to select the HTML "Welcome Page" that the user will view when logging into the company website. Note that the Welcome Screen  may be customized for each user. .

 

Options:

• Send Sales Rep Confirmation E-Mails 
  Set this option and the system will automatically send a confirmation E-mail to the Sales Rep associated with the account when the online user enters an order.
  
   

• Send CSR Confirmation E-Mails 
  Set this option and the system will automatically send a confirmation E-mail to the Customer Service Rep associated with the account when the online user enters an order.
   

 

User Permissions Tab

 

Online User Screen (User Permissions Tab)

 

 

User Account Rights

These "User Account Rights" will only apply to registered online users for the Enterprise.Net modules.

• Account Administrator (Access to all data for this Customer) 
  A registered online user with this level of access will be able to view all data for the customer account to which he or she is assigned. This is the highest level of access.
   

• Sales Rep (Access to own data plus assigned Customers) 
  A registered online user with this level of access will be able to (1) view their own orders, (2) view FG Categories and Ship To addresses that have been assigned to their customer accounts, and (3) view the above information for all online customers that have been specifically assigned to them.
   

• Customer 
  This is the lowest level of access. A registered online user with this access will only be able to view their own orders, FG Categories and Ship To addresses that have been assigned to them.
   

• Approval Manager 
  A registered online user with this level of access will be able to view all data for the customer account and will approve online orders where that is required.
   

 

RFQ Options

The RFQ Options will only be applicable to the Enterprise.Net modules and will not apply to the Enterprise 32 client-server program.

• Internal User 
  An "Internal" user might be an Estimator or a Sales Rep. An "Internal" user will have access to all records in the database.
  
   

• Request for Orders only (no RFQ's) 
  Select this option and the user will not be able to place a request for quotation. The user will only be allowed to enter orders.
  
   

 

User Modules Access Rights

The User Modules Access Rights, for a registered online user,  will only be applicable to the Enterprise.Net modules and will not apply to the Enterprise 32 client-server program.

• Administrator 
  The company may limit the web site menu options displayed on the Enterprise.Net main menu. If the "Administrator" Module Access Right is set for a user, all available menu selections will be displayed for that user.

• FG Order Entry and Status 
  If the "Finished Goods Order Entry and Status" Module Access Right is set for a user, that user will have access to all Finished Goods features on the Enterprise.Net main menu.
  
  
  Enterprise.Net Main Menu
   

• Finished Goods Status Only 
  If the "Finished Goods Status Only" Module Access Right is set for a user, that user will have access to all Finished Goods features on the Enterprise.Net main menu.
  
  
  Enterprise.Net Main Menu

• Request for Quotes/Orders 
  If the "Request for Quotes/Orders" Module Access Right is set for a user, that user will have access to the "Request for Quotes" menu selection  on the Enterprise.Net main menu.
  
  
  Enterprise.Net Main Menu
   

• Job View 
  If the "Job View" Module Access Right is set for a  user, that user will have access to the "Job View" menu selection on the Enterprise.Net main menu. This will allow the user to view all jobs for the user's account not only those entered online using the Enterprise.Net web modules.
  
  
  Enterprise.Net Main Menu
   

• Account View 
  If the "Account View" Module Access Right is set for a user, that user will have access to the View Orders menu selection on the Enterprise.Net main menu.
  
  
  Enterprise.Net Main Menu
   

• Order Entry 
  If the "Order Entry" Module Access Right is set for a user, that user will have access to the "Order Entry" selection on the Enterprise.Net main menu .
  
  
  Enterprise.Net Main Menu
   

 

 

Options Tab

 

Online User (Options Tab)

 

 

Select options that will apply to this user (for the Enterprise.Net Modules only) then click OK to save.