Inventory Restaurants: Activating Users After Partial Creation in Workforce Management for Single Sign On

Overview

Within Inventory, it is possible for a user to be partially created following their creation within a Workforce Management (WFM) solution account.  

This article describes the process of activating users within Inventory after they have been automatically created in WFM. 

Pre-Requisite Settings
 

• Go to the Setup tab
• Select All Options and Global Settings
• Select Core > Organization Default Setting > Default Sub Type
• Accept the user from the Fourth Account Service 

Please Note: If the user does not have access to this setting, please request for it to be activated by a Fourth contact. 


Activating Users within Inventory 

Once a user has been created within the HR module and activated in the Fourth Account, they can be created in Inventory by following:
 

• Go to the Setup tab
• Select Users
• Select Deactivated User Status in the User Status drop-down box 

Fig.1 – Setup Tab

This will display users who have been created in HR and were partially created in Inventory.
 

• Select the user who requires Inventory access 

Fig.2 – Deactivated User Search

The 'User Details' tab of the user will already be populated based on the details added within HR. These details should not be amended. 

 

Fig.3 – User Details 

• Select the Access tab
• Select the Add Profile button

Fig.4 – Access Tab

• Select the profiles to be assigned to the user by assigning over from the Available Profiles section to the Assigned Profiles area 

Fig.5 – Assigning Profiles

• Select the Default Access drop-down and add the relevant access
  • None – No access to any sites
  • All – Full access
  • Bespoke – Specific site access

Fig.6 – Default Access

• Select the Assign Category Access tab
• Assign the required Product Categories which the user needs access to
• Save 

Fig.7 – Assign Category Access

• Go back to the User Details tab and select Activate User

Once activated, the user will have access to Inventory and Apps from their Fourth Account login. 
 

Fig.8 – Activate User Option
 

Also See
 

• Inventory | Restaurants - Creating New Users with Single Sign On Access
• Inventory | Restaurants - Amending Inventory / Recipe & Menu Engineering Users to link with Single Sign On Accounts
• Inventory | Restaurants - Linking Existing Single Sign On accounts from Inventory to Workforce Management