Accounts - Tabs
A user’s profile contains a number of tabs which can be used to customize the settings of an account holder.
Accounts Tab
The Accounts tab lets you assign a customer account to a user. To assign a customer, click on the Add button (+) at the bottom of the tab. Select the Customer button to open your current list of accounts. Choose one from your list and set its Relationship Type. Click Finish and the new customer account will automatically appear in the Accounts tab.
If you have more than one customer attached to your user account, only one of them will be set as your “default” customer account.
Should you wish to switch a customer’s “default” status, double-click the customer account and check or uncheck the IsDefault checkbox.
You may also edit the customer’s Account Relationship Type in this section.
Account Types Tab
The Account Types tab lets you determine your user’s account type. When creating or editing a user account, you can choose from the following:
- IBOS - Allows access to all IBOS features
- Employee
- SalesPerson - Allows access to all salesperson features including calendar, order request, quote submission as well as access to the account information of each assigned customer.
- Vendor
- B2B - User gets to access account information such as the statements, orders, jobs, quotes and invoices along with the ability to check the account’s General Information, change its password and emulate customer.
- B2C - Displays features and functionalities set for B2C users including the ability to check the account’s General Information, change password and emulate customer.
Just select the account type of your choice and then click the Edit button below to save your changes.
Account Access Roles Tab
The Account Access Roles tab lets you customize the access of your users, giving you total control over the information you want each one to see once they’ log in. The roles you can select include:
- Order Role
- Quote Role
- Job Role
- StorePrice Role
- Invoice Role
- Statement Role
- Store Role
Security Tab
The Security tab allows you to customize a user’s access rights. Choices include:
- Administrator
- Account Activators
- Order Management
- BusinessManagers
- Vendors
- SalesPeople
The Administrator type has the most access rights among all of four types, enabling users with this title to view more menus and make more changes than the others.
Activity Tab
The Activity tab shows the activities of a particular user. This also includes the number of times the user has accessed the Web Admin menu. It will show that person’s login and logout time, the total number of minutes that person was online, and the user’s IP address.
Documents Tab
The Documents tab lets you attach files/documents to specific users in the database. The file types that can be uploaded are limited to the following:
- Adobe Acrobat PDF
- Microsoft PowerPoint (.ppt and .pptx) files
- Microsoft Word (.doc and .docx) files
Sample files that can be attached could be a product PDF for your sales people. Attaching a document is easy. All you need to do is click the Upload File button to add your file.
A Once a document has been sent, it can be accessed by the user through the My Account page. The Document link can be found under the Content heading.
Profiles Tab
The Profiles tab gives you the capabilities to ensure that only the Jobs assigned to a user through the Jobs tab will be displayed once they’re logged into your website.
To activate the feature, just check the JobRestricted checkbox. Leaving it unchecked will allow a user to view all Jobs related to the customer assigned to their account.
Jobs Tab
The Jobs tab allows you to select and assign Jobs to a particular user. In this section, you’ll be given access to the different Jobs that you can assign to a user. These Jobs can also be removed as needed after being assigned.
Business Locations Tab
The Business Locations Tab restricts users from viewing store information of other business locations not assigned to them. Based on the data set in the Locations section under Business Management, you can assign a location to a user just by selecting the Edit button and checking the box beside it.
Once done, store locations not assigned to the user will not be displayed on the website.