Create User

Create User

 

 

This is where you enter the details of any ‘user’ you wish to add into printIQ.

All this is managed under Users>Create User at the top of the screen.


 

 

To create a new user, click ‘Create User’ and the following box will appear:


 

 

Compulsory Fields are marked with a red asterisk.

The create user type options can be Staff, Customer or Supplier.





The fields in the top half are general contact details.
You can enter any user name you choose based on your factory naming conventions.



 


Job Title is not a compulsory field but will help with classifying staff users.

Account Manager yes/no slider is for your factory staff that need the ability to manage their client accounts.
 




The Cust/Site option allows you to select either a site the user can access or customer level access.

The Brand applies where a company has multiple sites with varied branding. You can control what site branding the user will see.

Generate Password checkbox will let printIQ generate the password for the user and email it to them.
If you have a password convention you would prefer to use don't use the checkbox, instead complete the Password field.

 


Next is the roles and permissions settings.
The Roles the user is responsible for will control the level of access they have to printIQ.
A Supplier or Customer user will be set to those roles so they can only see their own orders and information.





The 'Email Login to' chooses who to send the login details for the new user to.
Options are: User, Me (the user logged in when creating the new user) or No-One.
The Factory Location is the Factory site the User will have access to.  

Once complete, click ‘Create User’.


If you go back to the top menu Users>Users, you will now see your newly created User in the list.
In the screenshot below you can see the different users can have either multiple roles or a single one. The top user here would have access to planning and pricing information, whilst the bottom user would have minimal access outside their department. 
From this screen without having to open the User Details you can see: the roles assigned to the User, if a User is an Account Manager (AM) and if their User is Enabled. 
By clicking the dropdown arrow next to the magnifying glass you can also enable or disable a user or reset their password.


 


Click the user name to open the user account and for additional configuration options.
At the top will be the contact information you entered when you were creating the User.
Below that there will now be a tabbed section for Reporting, Roles, Departments and Alternate Customers.

ROLES - See the User Roles document https://desk.zoho.com/portal/printiq/kb/articles/user-roles for full details on these.

 


REPORTING - To either view reports or build them, you’ll need Reporting roles enabled for your User
i.e. Reporting Admin or Reporting User checkboxes checked as well as the Admin checkbox.
Under any User Details screen, tick the boxes for Reporting Admin (create reports) and / or Reporting User (run reports).
Due to the fact that the Admin checkbox needs to be selected along with either Reporting Role the User may have higher level access than you wish for them to have.
From the Reporting tab you can check or uncheck the permissions or add more. 
See the 'Designing a Report' article for more information. https://desk.zoho.com/portal/printiq/kb/articles/reports-designing-a-report



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.


You also have the option here to change the password, or generate and print a barcode for the user.



USER SETTINGS - The User Settings screen is broken into different sections for printIQ, Invoicing, Quoting and IQstore.

Most of these are self explanatory and simply relate to the views for the user when they login to printIQ.

A couple of options of note:
Max Auto Approval Limit, for example a new Account Manager may only be given a pre approved value of $1000. 
Any quote under that value they can approve and turn into a job, but anything above that they would need someone with ‘Approver’ rights 
to approve the quote for them prior to sending to the client.

and

Put customer on hold automatically as a result of overdue invoices, if this is switched on then any overdue invoice put the user on 'Hold'.

    • Related Articles

    • User Positions

      User Positions, Roles and Details Setup & Admin This article describes the tools available for managing user accesses. It covers User Positions, User Details and User Roles. There are three user types – Staff, Customer and Supplier: Customer users ...

    • Create Customer / Supplier

      Customer  How to create customer To create a new customer, from the ‘Admin’ tab, select ‘Create’ under the ‘Customer heading: The customer screen is broken into multiple sections. Details: This is the main details related to the customer: Account ...

    • Setting up a Customer Portal & Branding

      This article is intended to help with the steps to setup a customer portal within your site so they can log in and see their own quotes, jobs, order via simplified or send in an RFQ. Step 1 - Setting up the Customer User This is done in the USER ...

    • Data Capture - User Timing

      Overview The User Timing functionality is an extension of the Data Capture module. It is activated by the setting User Timing enabled (to be set by IQ support staff). User Timing gives staff the ability to complete a daily timecard and gives admin ...

    • User Registration Board

      Overview Please contact your support team when you want to enable this function. printIQ has capabilities to filter registered users. Filtering registered users is not recommended if you are using a widget to sell products on your website. Warning ...