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