The User Center in Purchasing & Inventory is primarily used for creating new users and maintaining/updating existing ones. This article will describe this functionality.
Creating a New User
- To access the User Center, go to Property > User Center
- Select New
Fig.1 - Selecting the New button to create a new user
This will open the Add User Screen - see Fig.2.
Fig.2 - Add User screen
Please note: Fields marked with * are compulsory.
|Authentication Provider||Default is Builtin Database but this can be configured by Fourth to be a company's Active Directory.|
|User Name||If adding a new user - Free type field to enter User Name
If importing an existing user - Drop-down list of all users already existing within the database.
|Full Name||Free type field to enter user's full name.|
|Title||Free type field to enter user's Job Title (for reference only).|
|Department||Free type field to enter user's Department (for reference only).|
|Email Address||Free type field to enter user's email address. This will be used for all notifications and approval emails if applicable. If Fourth's Single Sign On is configured this will also be the login email.|
|Phone Number||Free type field to enter user's phone number (for reference only).|
|Fax Number||Free type field to enter user's Fax Number (for reference only).|
|User Outlets||Drop-down menu to select which outlets the user has access to.
Note: Users will only be able to order and/or transfer to outlets flagged here but can outlet requisition from any outlet.
|Primary Property||Will default to the property the user is being created in, or the property that the user is being imported from. If importing then the primary property can be changed to the new property.|
|Default Segment||Will pre-populate Product Search screens with this value in the Segment criteria|
|Needs Allowed Route||Checking this will open the Allowed Routes field. If this is not ticked, the user will have access to all routes (depending on overall access).|
|Allowed Routes||Drop-down menu to select which Approval Routes the user has access to.
Note: Routes will vary depending on if Requisition, Recipe, Project, Quotation or Invoice route.
|Receive Rejection Notification||If checked, the user will receive a notification for all rejections within the selected property.|
|If checked, the user has ability to review, approve or final approve when assigned to an approval route.
|Approval Limit||Maximum limit for the individual user to be permitted to approve requisitions.
Note: Approval limit does not apply for Recipe, Project, Quotation or Invoice routing.
|Fourth Account Username||Used for syncing with Fourth's Single Sign On.
This is only editable by Fourth.
|User Groups||Assign user to a User Group or multiple groups to manage access across the solution.|
User Center Advanced Options
- To access Advanced Options against a user, right-click on a user in the User Center
Fig.3 - User Center Advanced Options
|Reset Password||This option will delete the existing password for the selected user and generate a new one which will be emailed to the user via the email address in their profile or be displayed in a pop-up window if an email address has not been configured.
Note: This function will not work if Active Directory is in place.
|Reset API Key||Resets API key for all users within the portal.
Warning: Use with caution as may prevent external systems integration.
|Delete User||Removes the selected user from the Property but keeps them within the database for historical reporting and potential re-import.
Note: Users may still exist in other properties within the portal.
|Out Of Office||Opens up a pop-up screen to configure Out of Office functionality for the selected user.
Allows an alternative user to be selected to replace the selected user in all relevant approval routes between the selected dates.
See Purchasing & Inventory - Out of Office Functionality for more information.
|Re-Route||Opens a pop-up which allows any existing requisitions pending with the selected user's approval to be forwarded to a new user with the relevant approval level and approval amount.|
|Request Fourth ID||Requests a Fourth account ID for use with Fourth's Single Sign On.|