Page Comparison

Prerequisites

1. The Admin users' role must have access to

1. the Add app operation in

1. the User feature in Ginesys Web -

1.  Admin - Security - User - Users

1.  through Admin - Security - User - Roles.
   

2. The Roles must be created.

Step-by-step guide

The following steps are to be executed:

1. Go to Admin - Security - User - Users.
   

2. Users module opens.

3. Click

1. on Add

1.  button.

2. User window will open.
   Image Modified

3. You will get two sections - User Information and Tag Site.

4. User Information: Put in the User No., Name, Login Name, Password, Menu Role,Profile (all these are mandatory fields). There are other fields like Report Role, Profile etc. The

   Span
   id Tooltip title Lock days define the number of days for which the user can make a back dated entry, i.e. if the lock days for an user is 2 days and his system date is 31/12/2017; then he can make a back dated entry upto 29/12/2017 only. He cannot make an entry for 28/12/2017 unless he modifies his system date.
   Lock Days

   assigned to each Ginesys user can be seen from the list view of the User master, without opening each record individually.

1.  The privilege

1. to Ignore lock days on last date of any open accounting year (only for financial documents) can be

1. assigned through a check box (placed at the end of User Information section) during Add / Modify of Users. 

   Tip

   The Login Name and Password from which you are creating the new user, will be populated automatically. You will need to change it and provide new Name and Password. If strong password has been enforced, password must be - Minimum 8 characters required At least 1 uppercase alphabet [A-Z] required At least 1 lowercase alphabet [a-z] required At least 1 digit [0-9] required At least 1 Non-alphanumeric [~!@#$%^&*_-+=`|\(){}[]:;"'<>,.?] character required Note: Front slash(/) and Space key are not allowed as password characters.

   
   

2. If you select the Is API User, the API Key will be generated by clicking on the Generate Key button. 

   Tip
   Note: This feature is only enabled in the Add mode.

   
   

3. Tag Site:

   1. Select the Sites which the user can access from Available Site section.

   2. Click on the right arrow to shift the selected site to the Assigned Site section.

      Tip
      title Unmanaged Site Allocation
      The unmanaged sites cannot login to Ginesys Web. Only the organization sites, managed sites (including the track secondary sites) are able to login to Ginesys Web. Allocation of only unmanaged site is not allowed. At least one, of either Organization or Managed sites, needs to be allocated. Un-Managed site cannot be made a default site.

      
      

      Tip
      title Applicability of default site assigned to a user
      Note: Menu and app operations available to the user would be dependent on the default site assigned to him. Many of the ERP modules may not be available to him if he's not assigned an organization site as default site.

      
      

4. Click on the Save & Close button to save the new user.

Prerequisites

1. The users' role must have access to

1. the Modify app operation in

1. the User feature in Admin - Security - User - Role

1.  through Admin - Security - User - Roles.

Step-by-step guide

The following steps are to be executed:

1. Go to Admin - Security - User - Users.
   

2. Users module opens.

3. Double click on the user you want to modify. 

4. User window will open populating all the records. 

5. You cannot modify the User No.

   Tip
   Note: You cannot modify the Is API User in the Edit Mode.

   
   

6. Modify the records as per your requirement. 

7. Click on the Save & Close button to save the modifies data.

Prerequisites

1. The users' role must have access to

1. the Delete app operation in

1. the User feature in Admin - Security - User - Role

1.  through Admin - Security - User - Roles.

Step-by-step guide

The following steps are to be executed:

1. Go to Admin - Security - User - Users.
   

2. Users module opens.

3. Select one user you want to delete. 

4. Go to Action > Delete.

5. "Are you sure you want to delete current Record?" - this message will be displayed. 
   

6. If you click

1. on Yes, then the role will be deleted permanently and you will get a message - "Record deleted successfully".

   Warning
   title Alert
   If any referential records exists with the user, you cannot delete that user. You can only extinct that user.