Full control over each user can be set up to limit the functionality they have access to. When clicking on the Users tree node the user will get summary information as well as some reports. Clicking on the relevant user, a user details grid will be displayed on the right pane. A new user can be added by using QAT.

The user details pane allows the set-up of the access levels for the user as well as selecting the branches and regions that the user will be allowed to work in.

User number - will be auto generated and it will automatically be assigned to the user being created. This user number will be displayed in the navigation tree when the new user has been saved for the first time. The user list on the login page will contain all the users for the entire company.

⇒ [Note] It is not always necessary for the users to be created in the branches that they work, but to control all users it will be convenient to have the users located in the branches that they are required to work in.

User name - allows the user to input a name for the new user.

Password - the user can create a default Password for the user. The password that is created will be shown as stars in the field, so it is important to remember what the password is. The systems administrator will be able to update the password if it is forgotten.

Designation - allows the users designation to be selected from a list of pre-defined designations by clicking on the selection arrow in the description field and selecting a designation from the drop down list. If there are no designations under the drop down list or a specific designation is required, then the user can create designations that will apply to the company.

To create different designations the user will click on Designation Button. A list of designations will be shown where the user will navigate to the last designation and click on the down arrow on the keyboard to be able to enter a new designation. Once done the user will click on the Save button.

Personal Details and contact details - users personal details and contact details can be filled within this section.

The user authorization levels are selected by clicking on the selection arrows in the description and selecting the different level of authorization required by the user. The higher the authorizations level the more senior the user.

Order Req Authorization - will be used for the ordering of stock items from suppliers. This forms part of the first section of the main toolbar. All users that are responsible for ordering stock items from suppliers will be allocated an Order Authorization level. If this does not form part of their operation then this authorization level needs to be set to 0.

Transfer Authorization - will be used for the movement of stock items between branches and cost centres. If stock items are ordered from a central warehouse then most users will have access to the Transfer Authorization module.

Once the main screen details have been entered the user will Save the information, by clicking QAT.

This will bring up a prompt to set-up a user's access levels. The user will click on the Yes button to edit the access levels.

The user will be provided with settings for access and application access. Under access the user will specify what branch/cost centre the user will have access to and functions for that specific centre. The user will flag the necessary settings as required by operations.

⇒ [Note] The Access Levels button is not available for editing until the new user has been saved for the first time. Once this is done the Procure.net application will prompt the user to change the users Access Levels.

Under application access the superuser with the necessary authority will set the access to various modules within Procure.net according to the company needs. The superuser will flag the necessary settings under the various modules.

⇒ [Note] Clicking on the Clone access button the user will be provided with a grid to flag the user from which the user wants to clone the access level. Once flagged the user can click on the Clone from button to process the cloning.

Once all settings are satisfied as correct the user will click on the Save button to finalise the access settings.

Standing on the header Users, the User details pane will be displayed. This pane gives access to various user reports.

Activity log - Displays a report of all activity by a user. It includes log in times, submission of documents and changes to data (if allowed).

The user will click on the Activity log button and be provided with a filter screen. The user will select the date range for the report, the branch, the users and if desired he can narrow down the report to the type of activity by flagging the desired activity under the Activity filter.  

Product Authorization - Provides a grid view for each cost centre of the user authorization levels.

User Information - Simply displays a list of users including Telephone, fax and email addresses.

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