User Settings - Users and Privileges

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This program section allows agencies to efficiently manage vital employee information and to assign specific user privileges.

 

 Please note 

It is absolutely necessary that at least ONE user is included in the list and is given administrator rights!

 

General

On program start all user names will be offered for selection in a dialog box. In case only ONE name exists in the list this dialog is suspended and the name is logged in automatically.

 

Adding and editing users

Go to >User Settings >IntStaff .
Click  Add  to enter a new user.
After filling in the basic contact details click the  User privileges and other details  button to complete the input (this will open in a separate layout, see below!)
Click on any user name in the list on the left to edit her or his details.

 

More details

Photo (internal use only)
Signature: a scanned signature in .jpg/.gif/.bmp format to appear on invoices etc. (layout adaptation required)
Color highlighting: used in various lists. Use Drag&Drop to assign any color from the color palette.
Sending (e-mail) account: applies to TOM Mail only. From a dropdown list with accounts specified in TOM Mail, choose an account for the given user to send e-mail from as default. This option will override any other default account specified in TOM Mail.
Checkbox 'Automatic sending/receiving' activates the timed sending/receiving process in TOM Mail at program start for this user

 

 

User Privileges

Specific user privileges can be assigned to different members of staff, e.g. allowing the administrator to block a user from viewing sales margins, from accessing the finance section, or from deleting vital data from the system.

Pre-defined sets of user privileges (roles) can be used to facilitate the assignment of privileges. Just click on any of the roles and see for yourself how the options provided should be adapted to meet your needs.

 

Activating password check

To activate password control click this option. Make sure that all users have been assigned a user account!