BluJay Solutions Parcel 21.1.0 - User Guide
User Accounts > Users |
Scroll |
Use the Users page (off the System menu) to add, update, and delete user names and assign a role and locations to each user name.
Caution: After you add a new user, you must log in as that user, and then create and save a default profile for the user.
To add, view, or update a user name, do the following:
1.To add a user name or search for a specific user name, complete one or both of the following boxes. Or simply click [SEARCH] to view a list of all user names.
In this box... |
Do this... |
User Name |
Type the user name that you want to add or search for. Leave blank to search for all user names. |
User Role |
To search for all user names with the same role, type the role and leave the user name box blank. |
2.Click one of the following buttons:
Click this button... |
To... |
SEARCH |
Search for user names. |
ADD |
Add the user name you typed in the user name box. |
3.If you clicked [SEARCH], the search results page appears. Otherwise, if you clicked [ADD], continue with Step 5.
In the search results, locate the user name you want to view, update, or delete:
•You can sort the results by clicking the column labels.
•If there are more results than can fit on the page, use the right arrow to view the next pages. Then use the left arrow to go back to the previous pages.
4.Select the user name that you want to view, update, or delete by clicking the radio button in the far-left column of that row. Then, click one of the following buttons:
Click this button... |
To... |
ADD |
Add a new user name if it does not already exist and you searched for all user names in Step 1. |
VIEW |
View the selected user name's information or update the password or role and assign locations. |
DELETE |
Delete the selected user name. |
CANCEL |
Return to the previous page to conduct a new search. |
5.If you are adding a new user name or want to update a user name's information, complete or edit the following boxes:
In this box... |
Do this... |
Username |
Type the new user name. |
Password |
Type the new password. It should be a minimum of six characters long and is case-sensitive. |
Confirm Password |
Type the new password again. |
First Name |
Type the new first name of the person who will use the user name. |
Last Name |
Type the new last name of the person who will use the user name. |
User Role |
Select the role for the user name. Only one role can be assigned to each user name. Each role has a group or groups assigned to it and each group is a collection of user interface pages or modules. When you assign groups to roles, and then assign roles to user names, you are establishing the user interface pages or modules that the role, and therefore, the user name has access to. You can create roles on the Roles page and you can create groups on the Groups page. |
User Status |
To activate the user name, click the Active check box. To disable the user name, clear the check box. This means that the user name will not be able to log in to the user interface. |
Language |
Select the language in which the user can access the application. |
Available DCs/Assigned DCs |
Select the locations (distribution centers) to which the user name can have access by selecting the DC in the Available DCs box on the left and then clicking the right arrow to move it to the Assigned DCs box on the right. To remove DCs that are assigned, click the DC in the Assigned DCs box and click the left arrow to move the DC back to the Available DCs box. To select more than one DC at a time, press the Ctrl key while clicking the DCs. |
6.Once you have completing adding or editing the information for the user name, click [SAVE] or [UPDATE] to save the information to the database. Or you can use one of the following buttons:
Click this button... |
To... |
DELETE |
Delete the user name. |
CLEAR |
Clear the page of the information you entered and start over if you were adding a new user name. |
CANCEL |
Return to the previous page. |
