Set Up User Account Information

In this process, you will be creating your user account information and restrict access to areas within the application.

If you have user account-related records from your previous system, you can print or export them if you wish to use them as references. Otherwise, you will need to gather and organize your user information.

Connected Business includes one concurrent user with the option of adding users for a fee. Built-in user accounts and user roles are available to let you access certain areas of the application e.g. the eCommerce Module without interfering with the user license when it is logged in somewhere else.

At the end of this session the user role and user account information will be set up along with the user preferences.

Define User Roles

To complete this task, do the following:

1. Modify the default user roles or define new roles. Connected Business has pre-created user roles as described below:
   
   

   Default User Roles
   Licensed Account User Role
   Administrator	Assigned with all modules – users assigned with this role will have access to all areas of the application and will have rights to manager other user roles.
   Pre-created User Roles
   Basic, Guest, Web Admin, ISB	Assigned with specific modules – users assigned with this role will have restricted access to Connected Business and would be able to perform configurations if the licensed user account is currently logged in to another machine.
   CBN Account User Roles
   CBN Supplier, CBN Retailer	Users assigned with this role will be able to access the CBN network either as a supplier or a retailer.

   
   
2. Go to the User Role Detail page of the New Company Wizard.
   
   
   
3. To modify a user role, select the role in the list and click on the Edit button to bring up the User Role form.
   
   
   
4. Assign modules that the user role will work with. In this example, we will assign just the CRM Module to the “Guest” user role.
   
   
   
5. More than enabling or disabling modules, you can modify entire modules to limit access to certain areas of the application. To do this, double-click on the module name to bring up the module in “customization mode”. While in this mode, you can enable or disable options as well as define new ones. Customization will be discussed in Customization section.
   
   
6. Let’s disable all options in the CRM Module except Mail. This way, all guests who will sign in would only be able to read and send email. To do this, click on the Enable None option to disable all options. Then, click on the Mail option under the Tools folder and click on Enable.
   
   
   
7. Save the changes you made to go back to the User Role form. Click on Save and Close to exit the User Role form.

Modify or Create User Accounts

To complete this task, do the following:

1. Modify default user accounts or define new ones. Connected Business has one default user role and several built-in user accounts as described below:
   
   

   Default User Accounts
   Licensed Account
   Admin	The default licensed user account.
   Built-in User Accounts
   Basic, Guest, Web Admin, ISB User	Additional user accounts that allow you to log in and access certain areas of the application to avoid interfering with the user license.
   Other Accounts
   CBN Profile	User account in the CBN network. You will need to have the CBN service running in your machine and completed the enrollment procedures before creating the CBN profile.

   
   
2. Go to the User Account Detail page of the New Company Wizard.
   
   
   
3. To modify a user account, select the user account in the list and click on the Edit button to bring up the User Account form. If this example, we’ll change the default Admin account.
   
   
   
4. The default user account passwords are the same as the user names e.g. the password for the admin user account is also “admin”. It is ideal to change the default admin user account password.
   
   
   
5. The user role determines the modules, module elements such as forms and options that the user would be able to view or work with. Double-click on the user role value to view or edit the user role.
   
   
   
6. Fill up the information such as address and contact numbers.
   
   
   
7. Provide additional information about the user such as job role or departments. Job Roles and Deparmtnets are fully definable.
   
   
   
8. You can include the current user account to a team e.g. Sales. Default team values are provided.
   
   
   
9. Upload an avatar image if necessary. The avatar image will appear in the log-in section of the Connected Business application.
   
   
   
10. You can optionally modify the default user preferences and set a default application skin and the type of display for the search list - if as a dashboard or a pop-up form. You can also set the default locaiton source for sold items, and system of measurement to use - if Metric or English. You can also ovverride the discounts and set a maximum of allowed discounts to give per order if you want to control giving away discounts.
    
    
    
11. You can set up the user email right from the User Account form or later once you have collected all information for user emails. Email and Fax accounts will be discussed in the Finish and Review Setup section.
    
    
    
12. Save the changes made to the user account.