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10.8.1.  User

To create a new user, select the NEW button. The following screen will appear:

User Information

When creating a new user, you are presented with the following options:

Username

Enter a unique username to clearly distinguish the new user from existing users. The username is case-sensitive. This is a required field.

Active

Select to mark the user as Active.

Not selecting marks the user as Inactive. Users cannot be deleted from the system, but marking them Inactive prevents them from logging into the application.

Proper Name

Enter the user's first name and last name (e.g., John Smith).

Initials

Enter the user's initials.

Password

User passwords are established to ensure application and system security. Passwords are case-sensitive. As you can see in the example, this field does not display the values entered on the screen. Instead, individual keystrokes are replaced by asterisks (*) to protect the password from being viewed. Once the user's password is entered, it can only be reset by an system administrator who must overwrite the existing password.

Verify

Verify the accuracy of the user's password by retyping it in this field. Again, individual keystrokes will be replaced by asterisks (*) to protect the password from being viewed.

Dept.

Select a Department to associate with the specified user.

This is an optional setting.

Shift

Select a Shift to associate with the specified user.

This is an optional setting.

Locale

Select one of the available Locales.

Locale settings affect how information is formatted and displayed on a user's screen. The default Locale is "USEnglish", but multinational companies may have multiple Locales defined. Only users who have been granted the "MaintainLocales" privilege can define and maintain Locale settings. For more information on Locales and Locale settings, see Section 10.12.13, “Locales”.

Purchasing Agent

Select if the users is authorized to make purchases.

Not selecting means the user is not authorized to make purchases.

Can Create System Users

Select if the user is authorized to create new users.

Not selecting means the user is not authorized to create new users.

Note

System administrators are able to assign and/or revoke privileges on a module-by-module basis. The application provides granular security settings for each module, down to the submenu level.

Disable Export Display Contents

Select to prevent user from exporting display contents.

The "Export Contents" option can be found on right-click menus throughout the application. If selected, the user will be blocked from using the "Export Contents" option.

Use Enhanced Authentication

Select to require users to use enhanced authentication when they log in to the application.

Enhanced authentication adds a layer to the authentication process used to log in to the system. When this feature is turned on, user passwords are stored in the database in a modified form. The end result is that users may only log in to the database using the xTuple Client. If users try to access the database using a tool other than an xTuple application, they will not be able to connect. User passwords entered when logging in via the xTuple Client will not be recognized if the xTuple Client is not used. If enhanced authentication is specified for a user, that user must also select the "Use Enhanced Authentication" flag in their log in options. If enhanced authentication is not specified, users will be permitted to log in to the database using database tools other than the xTuple Client.

Note

The enhanced authentication option will only affect users whose passwords are created or updated after the option is enabled/disabled. Legacy users will not be affected if the option is not used. Legacy users may continue logging in as before this feature was implemented.

May only use Shop Floor Workbench

Select if you want the user to have access only to the Shop Floor Workbench—and to no other screens.

If selected, the Shop Floor Workbench will be the only screen the user will have access to when they log in to the database. The log in screen for this user will be the same as for all users. However, once logged in, the user will only be able to see and use the Shop Floor Workbench. This option will override any other privileges which may have been assigned previously to the user.

Module

Select an individual module to assign privileges for that module.

Assign privileges to the user on a module-by-module basis. Select one module, assign the appropriate privileges, and then repeat for each subsequent module the user will need access to. All application modules are included in the list.

Available Privileges

Select appropriate privileges from list of available privileges.

The privileges listed in this column represent the full range of privileges available for the specified module. The list of available privileges will change as different modules are specified. To grant privileges to a user, highlight an available privilege and then click the ADD button. The highlighted privilege will be added to the user's list of granted privileges. Double-clicking on a privilege will also move it to the granted privileges column. You can grant all privileges for a specified module by clicking on the ADD ALL button.

Granted Privileges

Displays granted privileges for the specified user.

To remove a user's granted privileges for a specified module, highlight a granted privilege and then click the REVOKE button. The highlighted privilege will be removed from the user's list of granted privileges. Double-clicking on a privilege will also remove it from the granted privileges column. You can remove all granted privileges for a specified module by clicking on the REVOKE ALL button.

The following buttons are located between the Available Privileges and Granted Privileges columns:

ADD-\>

Highlight a specific privilege in the available privileges column, then select this button to transfer the privilege to the granted privileges column.

Double-clicking on an available privilege will also transfer it to the granted privileges column.

ADD ALL-\>\>

Select this button to automatically transfer all available privileges to the granted privileges column.

<-REVOKE

Highlight a specific privilege in the granted privileges column, then select this button to remove the privilege from the granted privileges column.

Double-clicking on a granted privilege will also remove it from the granted privileges column.

<<-REVOKE ALL

Select this button to automatically remove all granted privileges from the granted privileges column.

To the far right of the screen, the following buttons are available:

SAVE

Saves the specified user's information and adds it to the list of registered users.

CLOSE

Closes the screen without saving any changes, returning you to the previous screen.

Tip

Remember to select the ADD button when you have finished entering a user's information.


 
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