User Privileges – Part 02
Describing the email functionality in Herbst Insight and information required to configure email settings: SMTP, Connection Type, and Port.
Specify the SMTP server, connection type, port, email address, and password on the user's record and perform email test. An example of emailing a sales order to a specified email address.
Provide the user with the ability to oversee their own email settings. If their email address or password changes, they can autonomously update it within their user record.
User Adjustable Settings
The user has the ability to customize their own preferences and environment.
Similar to Excel, Herbst Insight grid views can feature alternating colours, providing a visual cue for distinguishing the active company.
Configuring Default Date Range Preset, Default From Date Preset, and Default To Date Preset.
Guide to locating the correct privilege to grant Access to Grid Views, Categorised by Ledger: Company, Sales, Purchases, Bank & Cash, Products & Production, Stock Maintenance, Job Costing, Tickets, Nominal Ledger, Contacts and Periodical Transactions.
Granting access to Split Views (Quick Views)
Guide to locating the correct privilege for split views.
Granting Customer Quick View privileges and Trader Quick View privileges. Hint: Use view name to find privilege.
Granting Sales Quick View privileges. Hint: Use view name to find privilege - all views are available in the Administrator user.
Grant access to various document types and specify the actions that can be executed on them (Create, Edit, Edit Notes, Delete) along with access to document explorer tabs, security log, NL Account Entries, Document Items List, Document Allocations, Document Wizards and Document Notes.
An example, granting permission to purchase documents and specifying the actions that can be executed on them (Create, Edit, Edit Notes, Delete) and associated grid views in Purchase Ledger.
Granting permission to document explorer tabs in Purchase documents.
Granting permission to the security log of all documents
Granting permission to NL Entries of purchase documents
Granting permission to Document Split view items for purchase documents.
Granting permission to allocation tools for purchase documents
Granting permission to Document Converter wizard, Copy Purchase Document
Grant permission for Document notes and Document attachments.
Granting access to Traders
Grant permission for Traders actions: Edit, Create, Edit Notes and Delete including granting permission to Suppliers grid view. Don't forget to set additional privileges for Suppliers in 'This user can'.
Grant permission to the supplier address book in the Contacts ledger.
Grant permission to some aspects of customer sites.
Product Batches and Product Kits
Guide to locating privileges for Products, Product Groups, Kits and Batches and Product Attachments
An example showing how to grant permission for users to maintain products: Products, Product Groups, Kits and Batches.
If a user is involved in production, what do they need access to? BOMs, Product Converters and Product Converter Orders, Wizards for Assembly, and Disassembly
An example of how to set privileges for BOMs, BOM-related quick views for Products, Product Converters and Product Converter Orders, Assembly, and associated grid views.
Granting access to Export & Import Wizards
There are numerous export/import tools in Insight. This chapter explains how to grant permission to use them.
Should your user require exporting data from the system into an Excel file, these export wizards can be a valuable tool. The export process is configured based on specific templates, each designed for different purposes. This example shows how to export and import Product data.
Guide to finding the permission to grant access to a variety of wizards: Pay Due Purchase Invoices Wizard, Pay Due Sales Invoices (SDD), Service Charges, Writing off Customer Balances, Stock Revaluation, Stock Reorder, Harvest Wizards, Celtrino EDI Wizards, Pending Periodic Transactions and Production Assembly.
Granting access to Settings
There are a variety of settings in the system. This chapter discusses how to grant permission to users to maintain them. Consider the necessity of the user's access to them before granting them,
Guide on how to grant access to settings for a user. This example shows granting access to Document User Fields, contact categories, templates, schedules, and schemas for kiosks.
Grant access connected to Cloud Apps
Instructions on Permissions for Cloud Sales App Grid Views and instructions for enabling user access to the Cloud Sales App. Note that these instructions refer to the post-setup phase of the Cloud Sales App and do not cover the Cloud Sales App setup process itself.
Example of granting permission to allow a user login through a browser into the Cloud Sales app along with the areas of the Cloud sales app such as Recent Products, Customers, Day Book by Enter date and other views.
Granting access to Customer Web UI
Authorising access to settings for users to personalize the Customer Web UI views and specifying which views they have the authority to customise.
This example shows how to allow a user permission to alter Customer Web UI views. It is shown here for completeness but is not recommended for users to change the views. The Customer Web UI manager should maintain Customer Web UI products and Customers Web UI categories,
Granting access to Exchanges
Granting access to external systems that Integrate with Herbst Insight: Concrete Batching Plant Exchange (Cantech), Concrete Batching Plant Exchange (PIL), Dreamtec Exchange, InFeed Exchange, ONM Systems Exchange
Instructions on where to grant permission to exchanges and where they are available within Insight.
Privileges - This user can...
This user can... in this section of the user record, specify limitations on grid views, such as customizing view columns, applying filters, making copies, and configuring startup views. Additionally, set restrictions on reports, including design and reports security levels. Set privileges to modify various trader types and credit limits, manage product pricing across all price classes, and many pricing methods. Specify permission to approve both customer and supplier products, access cloud applications, and other functions.
Discover how to restrict a user from personalizing grid views and establishing filters on them. Determine the process to enable a user to personalize POS Buttons. Address the potential issue of cloning - do you wish to restrict certain users from using this feature? Decide on the responsible party for overseeing sale prices and authorizing product listings. Additionally, consider allowing the "Copy To..." function (an export feature on grids).
Access to edit User Fields
Do you need to control who edits userfields on documents, traders, sites or any other objects within Insight?
See how to prevent user editing a document user field such as Document user field Approval Number
Discussion on actions to take when validating data in certain situations when processing documents e.g. Credit Limit exceeded, Freeze limit exceeded, Low Product Sale Price, Zero Price, Negative Location Actual Qty, Batch Dates, VIES/Intrastat data missing, Department is missing, Reason is missing, Max Vehicle Gross Weight exceeded.
Do we allow the situation to continue as is, do we warn the user about it and let them decide what to do, or do we prevent them from saving the document until the situation is fixed?
See how to set Validations on documents and the level of that validation: Ignore, Warn or Forbid.
Some useful settings to manage Prepayments (Customer/Supplier); and Ticket to Order Allocations - for use on weighbridge;
This demonstrates how to ensure that prepayments are available to allocate to invoices when invoices are raised.
This demonstration will show how to ensure that Tickets are properly allocated to Orders. Necessary for Ticket Users.
Also, discover how to allow users to enter weights manually.
Recommendation: set all Allocation Assistant options to Warn
A quick review of all the privileges covered in this course.
User Privileges - Part 02 Presentation
“Download the slides for this course so you can double check the screenshots and further information. It’s a good material to follow the course.”