Adding a Logon Profile

Pear Tree
2016-11-10 15:47

Adding a Logon Profile

 

To add a login profile, you must first set it up in Windows, and then in the Dealership software.

 

You may have already set up the user account in Windows. If you have done this already, there is no need to set it up again. Skip down to the second set of instructions, “To create the profile in Dealership”.

 

To create the profile in Windows:

 

  1. Click on the Start menu. Go to Control Panel, Administrative Tools, and click on Computer Management.

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  1. From the left pane, select Local Users & Groups.

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  1. Double-click on Users.

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  1. If you see the user’s account in this list, you have already set up the user. Skip down to the instructions for setting up the user in Dealership.
  2. If you wish to change the password for a user, right click on the user and select Set Password.

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  1. If you don’t see the user’s account here, continue.
  2. From the Action menu, click New User.

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  1. Pick a User Name for this user and enter it in the appropriate field. This can be anything, but must be short and contain no spaces. The user’s first or last name or combination thereof (e.g. jsmith for John Smith) is a common choice.
  2. Enter the user’s full name in the Full Name field.
  3. Enter a Description of the user, such as the type of account they have, what their profile is for, their job title, etc. This can be anything you want.
  4. Choose a password for this user and enter it in the Password and Confirm Password fields. You can make this simple if you like, such as ‘password’ as the user can change it later.
  5. If you want to force the user to change their password next time they log on, check off User must change password at next logon.

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  1. Click Create to create this new user.

 

To create the profile in the Dealership software:

 

  1. Log on to Dealership. Note that you must have an Owner/Manager user profile to be able to do this.
  2. Go to the System Admin menu, select the Security sub-menu, and click Users.

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  1. In the Logon ID field, enter the username of the user account you created in Windows.
  2. In the User Name field enter the new user’s first and last name
  3. In the Email Addr. field enter the email address of the new user.
  4. In the Primary Store dropdown menu select the primary store the new user will be working from.

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  1. If the new user is doing a job that is not similar to any other jobs currently being done by other users then continue to the next step. If there is a user already set up and is doing a similar job to the new user then note what their privileges and profile settings are and copy them to the new user.
  2. If the company has multiple stores and the new will need access to all the stores then click on the box beside Access Other Stores.
  3. If the new user will need access to administrative features in the Dealership software then click the box next to Super User. Note that if a user is set up as a Super User they will automatically be given the highest level of access to the software.

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Dropdown Menu  Options

Features

Hide

The user will be unable to view any information for the given section of software.

View

Allows the user access the view information for the specified section.

Change

Allows the viewer to alter information displayed for a given section. The user also has access to view the information.

Add

Allows the user to add new information. The user also has the ability to make changes and view the information already within the software.

Del

Allows the user to delete information from the software. The user will also have access to add new information as well as view and make any changes needed to the software. 

 

 

  1. Using the information table above set the level of access the new user will have for Customers.
  2. Using the information table above set the level of access the new user will have for Vendors.
  3. Using the information table above set the level of access the new user will have to Units.
  4. Using the information table above set the level of access the new user will have to Costs.
  5. Using the information table above set the level of access the new user will have to Prices.
  6. Using the information table above set the level of access the new user will have to Discounts.

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  1. If the new user will need to be able to apply changes another user has made to a section in the software then click the button that says Override Pwd. Note the new user will need to be able to make changes to either Prices or Discounts to be able to use this feature.
  2. In the window enter a password and then re-enter the password. This password can be the same as the password used during the To create the profile in Windows or can be a brand new password.

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  1.  Under the Profile tab in the Profile Name dropdown window select a profile with the features the new user will need access to.

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  1. If the new user will belong to any Groups within the company, select a row then select the group the new user will belong to. If the new user will belong to multiple groups then click either the plus key or the arrow key to create a new row.

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  1. Ignore the Language Glossary and Alert Notification options and go to the Point of Sale tab.
  2. If the new user will be printing receipts select a printer using the dropdown menu beside Receipt Printer ID.
  3. If the new user will be printing documents select a printer using the dropdown menu beside Wide Printer ID.

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  1. Click the box next to Wide Receipt if the new user will be printing off wide receipts.

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  1. Ignore Open Drawer and go to the CRM tab.
  2. If the new user will be managing other users then click the underlined word Manages to select the users who will be managed by the new user.

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  1. Enter a time into the Default Followup Time field. Note that the software will automatically set the time of day to AM, unless the time entered is based on the 24 hour clock (ex. 4:00 becomes 4:00am, but 16:00 becomes 4:00pm). Also note that you must include a colon ( : ) in the time for the software to recognize it.

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  1. Enter the Default Followup Date Increment the new user will have. Note that a value of zero represents the current day.

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  1. Click Submit.

 

If your new user will also be a new salesperson follow these steps to create a new salesperson in the Dealership software.

 

To create a salesperson in the Dealership software:

 

  1. Log on to Dealership. Note that you must have an Owner/Manager user profile to be able to do this.
  2. Go to the System Admin menu, select the Configuration sub-menu, select the Tables sub-menu, select the Salesperson sub-menu then click Update.

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  1. Enter a new name in the Sales ID field. It is recommended that you use the same username entered during step 3 of To create the profile in the Dealership software.
  2. Enter the full name of the new salesperson in the Name field.

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  1. Skip over Password, Registration No, and Add Customer fields.
  2. If the new salesperson will also be a manager then select yes in the dropdown menu next to Manager.
  3. Using the dropdown menu beside Sales Area select the area the new salesperson will be working in.

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  1. Click Submit.

 

To create a new group in the Dealership software:

 

  1. Log on to Dealership. Note that you must have an Owner/Manager user profile to be able to do this.
  2. Go to the System Admin menu, select the Security sub-menu, and click Groups.

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  1. Enter a unique Identification tag for the new group being created in the field beside Group ID.
  2. Enter a description for the new group in the Description field.

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  1. Click Submit.

 

The new user should now be operational. If the user is currently logged on, they may have to log off and on again for the changes to take place.

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