Accounts - User Management

IBOS’ User Management feature provides the complete list of users found in your system. It enables you to edit their profile, settings and account type as well as check on their activity and send them documents.

To view and edit a user’s profile, go to the Accounts utility menu and click Users.

This will bring up the User Search window on the right of your screen. The User Search window displays your list of users and provides the following functions which can be seen on the upper right section of the screen:

  • Add Button - Lets you add a new user to the system.
  • Refresh Button - Refreshes the list you’re currently viewing.
  • Excel Button - Gives you the ability to save your current list of users as an Excel spreadsheet.

The User Search window also lets you search for specific users by User Name, First Name, Last Name, E-Mail and Account Type.

Double-clicking on a particular user will allow you to change the user’s Profile page. In this page, you can see and edit the following details:

  • Username
  • First Name
  • Last Name
  • E-mail Address
  • Home URL - Lets you designate the page a user account will be directed to upon logging in.
  • Source ID
  • Cannot Change Password (checkbox)

The User Profile also lets you determine whether you want an account to remain active or be disabled. This setting can be modified by checking either the Login Activated box or the Login Disabled check box. You can also set whether users can change their passwords or not (Cannot Change Password) and check if a user’s email address has been verified (Email Verified).

To edit a user’s profile, click on the pencil icon on the upper right corner to change some of the account’s elements.

The editable fields are the user’s User Name, First Name, Last Name, Email address, Home URL and Source ID. You can also check or uncheck the Login Activated and Login Disabled checkboxes.

If checked, the Login Activated feature will allow the user to log into the website. However, if the Login Disabled checkbox is checked, the user will not be able to log into the site.

Once the user’s profile has been updated, just click the Disk icon found on the upper right side of the screen to save the changes made to the account.

Resetting and Changing a User’s Password

A user’s password can also be reset or changed just by clicking the Mailbox icon on the upper left corner. It will display two options ” Reset Password and Change Password.

The Reset Password option lets the system generate a new password for you which you can change afterwards. The Change Password option lets you change your old password directly and create a new one yourself.

Account Types

Aside from editing a user’s profile, the Users section lets you modify a user’s Account Type, edit their access settings, change their Security setting, monitor their Activity, and send them Documents.

For your reference, here are the following Account Types you can assign to a user:

  • IBOS
  • Employee
  • Salesperson
  • Vendor
  • B2B
  • B2C

You can assign more than one Account Type to a user just by clicking the Edit button.

Account Access Roles

The Account Access Role gives you full control of what section a user can access in your website. There are currently seven roles:

  • Order Role
  • Quote Role
  • Job Role
  • StorePrice Role
  • Invoice Role
  • Statement Role
  • Store Role

Once a role is unchecked, that section of your website won’t be made accessible to the user.

Security

The Users section also allows you to customize a user’s Security setting. This section lets you control the features and information that your users can see once they access their My Account section.

Each setting has its own access rights. You can choose from Administrators, Account Activators, Order Management, Business Managers, Vendors, Sales People and SalesForceAdmin.

Activity

Another feature offered by the Users section is Activity tab. This lets you check on your users’ activities. This will keep you informed on what they’ve been doing and how long it’s been going on.

Information tracked in this section includes the length of time users spend on the website, the time they visited, their last visit and their IP address.

Documents

The Documents tab gives you the ability to send important documents to your user. Just click on the Upload File button found on the left to attach and send your document. Files accepted by this feature are Word, PowerPoint and PDF files.

 

        Top