Create User
What is a user?
A user is a person who has been given permission to log in to printIQ. Access permissions depend on the user's role.
The types of users are: staff, customers, suppliers and Shop Floor (please see linked article about Shop Floor users).
Customer users: If a customer is expected to create quotes and/or order IQStore items in printIQ, a customer user is required.
If a customer is only expected to accept quotes and submit artwork for jobs, this can be done via the Quote email link without user access.
Users and Customer Contacts are not the same. While they may be the same people in reality, in printIQ they are separate.
A user must be created to access printIQ.
A user must be created to access printIQ.
Where to Create a new User
Go to Admin > Users > Create User
Users can also be created at the same time as a customer via the Create User Registration link on the login page
Required Fields
User Type
Required fields are marked with a red asterisk. The create user type options can be Staff, Customer, Supplier or Shop Floor
Username
Create the user name based on your site's naming conventions.
Create Password
There are two options for creating a password.
- 'Generate' and printIQ will generate a password for the user
- Type in a specific password in the Password field. This requires the password to be confirmed in the Confirm Password field.
Contact Details
Job Title: Job title is not a compulsory field but filling it in can help classify staff users.
First and Last Name and Email: These are required fields
Other Details
Customer/Site: Select the drop down list allows you to select either a site the user can access or customer level access.
Factory Location: The Factory Location controls which Factory Locations this user is associated with.
Email Login To: This controls who will receive the User Creation email.
Brand: The Brand applies where a company has multiple sites with varied branding. You can control what site branding the user will see.
Price List Level: This can be All Products, Catalogue Products or My Products
Roles/Permissions
Account Manager: Change Yes/No slider according to the role of the user. The YES option will give the user the ability to manage client accounts. Account Manager article here
Position: Refer to the User Positions article for more details
Roles: Roles the user is responsible for will control the level of access they have in printIQ.
Customer users: Set the Position to "Custom" and Roles to "Customer" and "Sales Customer" only.Supplier users: Set the Position to "Custom" and Roles: ‘Supplier’ only.Staff user: Role allocations are more complex. The users’ job within the organization will determine the roles required - refer to User Positions article.
Reporting Permissions: Depending on the user's role, different reporting views and access can be assigned. See the Reports article for more details
Departments: Select the department from the dropdown and click add. The list of Departments for that user will appear below, you can click delete in the list of departments to remove any that no longer apply to that user.
Alternate Customers: If a user needs to access products, quotes or orders for another customer, you can add add these other customers here. For example, a head office user needs to place orders for a regional office or a staff user needs to have access to specific customers only.
Responsibilities: Users can be assigned Responsibilities on jobs and the Jobs Board can be filtered on individual ‘Responsible’ users. See Responsibilities article here
Create User
Once complete, click ‘Create User’.
To edit the new user, go back to the list of users page and find the new user and open to edit.
Settings
After the user is created, there are several setting items available to review for the user.
The User Settings are broken down into different sections for printIQ, Invoicing, Quoting, Dispatch, Production, IQstore and Modules.
Most of these are self explanatory and simply relate to the views for the user when they login to printIQ. If you have any queries, please contact printIQ support.
If you have questions about any specific settings, please contact printIQ support for more information.
Links in this article
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