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 should have ‘Customer’ and ‘Sales Customer’ roles only.
Supplier users should only have the ‘Supplier’ user role.
Staff users’ role allocations are a little more complex. The users’ job within the organization will determine the roles required.
User access to various parts of printIQ is controlled with a combination of User Roles, Menu Access Administration and Settings. To facilitate a consistent application of necessary roles for specific positions within the business, ‘User Positions’ can be used to apply specific sets of user roles to different user types.
User Positions
The User Position definitions are accessible and configurable by Admin users:
Click the edit button to the left of the entry to open the position details. Clicking in the Roles field will expose the roles selector: After adding or removing roles from a Position definition, a prompt advising that all users with this Position will have their roles updated to reflect the edits:
After adding or removing roles from a Position definition, a prompt advising that all users with this Position will have their roles updated to reflect the edits:
The Position Entries can be ‘dragged’ into any order on the Positions Admin screen, which will be reflected in the drop-down Position selector in User details:
User Details
In User Details, when a Position is selected, the roles it applies are not shown:
Click in the Roles field to see all roles:
Access to specific menu items is controlled in Menu Admin. It utilizes User Roles to determine visibility of the menu items to fine tune the end user experience.
System
Settings
There are numerous settings that control which user roles have access to specific parts and functions of the application.
An example of these would include setting which User Roles are required to:
• Transfer Inventory• Set Credit Terms on Customer Details• Access the Job Bag• Edit Due Dates• Assign Users to Tasks• Edit Commissions etc.
Talk to your IQ Support Representative if you have specific requirements.
Related KB
Article:
Related Articles
Restricted Sales User - Seeing Their Clients Only
Many companies want to isolate a specific sales person to see only their own customers for multiple reasons. IQ allows you to do this within the User Settings. Restricting the Sales Users's Position First, you might want to consider restricting the ...Basic Estimator Role/Experience
Basic Estimator Role If you are set up to be an Basic Estimator you will have the following experience: This setup requires your company IQ Super User to work with their IQ Build Lead to setup Admin Restrictions You will be restricted from the deeper ...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 ...Miscellaneous Charges
Adding a Miscellaneous Charge You can add miscellaneous charges to jobs within the ‘Job Details’ screen. The admin window will open: You can select from the list of ‘Charge Types’ in the dropdown: Enter the additional cost and details and click ...Shop Floor Users
Shop Floor Users - General Along with Customer, Supplier and Staff type users, the fourth user type is Shop Floor: This is a user definition type with built in restrictions. There is a setting that controls the maximum number of enabled Shop Floor ...