Users

Overview

Staff members who need to use Readysell will require to be set-up as a user via the administration function where user's profile, role in the organisation and permissions within the role need to be configured. That is :

User has a role, which in turn governs by permission set
Each user accesses their account through User Name and Password
To complete the user set-up procedure you will need to assign role and grant permission to the user (Roles)
Performance reporting on sales persons and technicians requires that a use is setup first and flagged as a sales person or technician by clicking on the sales person or technician checkbox on the users record.

Getting started

Getting started with Users

Reference

Buttons

Refer to Common Buttons.

Image	Field	Description
	Generate Operator Code	This button automatically generates the Operator Code required for the set-up of staff member whose role involves entering sales through the POS system.
	Reset Password	Generates a new password for the selected user

Field

Field	Description
User Name	The users username in Readysell - this is used for logging into Readysell when you first open it up. This name comes up on the audit trail.
Full Name	This prints on all the invoices/receipts/quotes etc. This is for the users full name if you want your customer's to know your staff members full name. NOTE: It is recommended to NOT put the staff members full name in this field. Just put their first name. If you are worried about the staff members name being a common one, then put the staff members initial after the first name. I.e. John S
Email Address	The users email address - this is used when sending emails to identify who sent the email and shows as the From email address when your customer or supplier looks at their email this staff member sent them.
Site	The site that is identified for this user
Operator Code	The users operator code. This is a 3 digit number. You cannot use letters for the operator code. This is used when you create a new sale or payment etc
Department	Department user is located in (i.e. sales, purchasing etc.)
Phone	The user's phone number
iCal Feed URL	iCal Feed URL can be used in a third party calendar application to show and provide reminders for events added to the Readysell schedule module. Information on how to use this URL depends on the calendar application, but some common ones are: Google Calendar: https://support.google.com/calendar/answer/37100 Office 365: https://support.office.com/en-us/article/Open-an-Internet-calendar-in-Outlook-Web-App-5de44446-aa16-4e8f-9ddd-84f170446226 iCloud: https://support.apple.com/kb/ph11523
Is Active	Check / uncheck the Is Active flag to make the user's status active/inactive in Readysell. If not flagged, the user will not be able to log into Readysell.
Change Password on First Logon	If this checkbox is checked, the user will be prompted to change their password when they first log in to Readysell

Working Times tab

Use the button New to add these in

Field	Description
Day	Select from drop down box for day of the week
Site	This is the site for the working times
Start Time	Use the drop down to select the date and then change the time to be the starting time
End Time	Use the drop down to select the date and then change the time to be the ending time
Description	Add in a manually keyed description as to what these times are for. I.e. Out on the road

User Skills tab

Use the button New to select these from a drop down list

These are drawn from System Types (Navigation, Administration, Advanced)

Name: SKILLS
References: Add in the Code and Description and Value

There are no presets for these. You will need to create your own. Please work with Readysell to do if you wish to use this area.

Sale Person Budgets tab

Use the button New to add these in

The user is the Sales Person for this tab (regardless of whether or not the flag is on for Is Sales Person on tab Settings)

Field	Description
Period	In YYYYMM format - select from the drop down the period that the budget is for
Actual Movement	is system generated - you cannot manually key this in
Budget Movement	what is budgeted for this user as a sales person
Variance	is system generated - you cannot manually key this in

Sale Person Cards tab

Field	Description
Card ID	Automatically fills in from the Card file when the sales person is added to the card and is saved
Name	Automatically fills in from the Card file when the sales person is added to the card and is saved

Settings


Location	The location of user
Default Case Type	Default Case Type is the case type that will be pre-populated onto any cases (Cases module) created by this user
Startup Dashboard	When the user logs into Readysell, the Navigation panel is on the left hand side and the right hand side will display whatever dashboard you select for this user
Restore Tabs - check box/flag	Restore Tabs will ensure that all tabs you had opened when you last used Readysell will automatically show when you re-start Readysell the next time
BCC on Outbound Emails - check box/flag	Allows automatic BCC of emails sent from Readysell to be enabled/disabled. -- refer to Bcc Email for Outbounds checking and testing
Is Web Service - check box/flag - check box/flag	Check / Uncheck if user is web service. Only used by Readysell. Please leave this as it is.
Is Sales Person - check box/flag	Check / Uncheck if user is sales person
Is Driver - check box/flag	Check / Uncheck if user is driver
Is Technician - check box/flag	Check / Uncheck if user is technician
Is Customer - check box/flag	Check / Uncheck if user is customer. Not currently used.
Is Store Person - check box/flag	Check / Uncheck if user is store person. For the wireless warehouse picking and stock put away module.