Modifying and Assigning Rights to a User

1. Click Maintenance, and then click User Management.
2. Click the Login Name of the user to modify, and then update the user details as required:

   • Login Name: The the login name for the user.

   • Role: The user’s role.

   • Phone: The user’s phone number.

   • Fax: The user’s fax number.

   • E-Mail: The user’s email address.

   • Authorization Level: Select the user’s authorization level in regard to ordering items. if an item has a level higher than the user’s, the user cannot order it.

   • Language: Select the language for the user.

   • Default Cost Center: Enter the default Cost Center for the user. When accessing certain modules, this value automatically appears in the cost center field.

   • C/S Filter: Enable this to use the Cost Center/Store filter. The field to the right of this option shows the cost centers or stores currently in the user’s filter. The user does not have access to cost centers or stores not included here. Filtering User Access by Cost Center provides more information on making filter adjustments.

   • Copy C/S Filter From: Enables you to copy a user’s C/S Filter to another user.

   • Information: Enter any information pertinent to the user in the field.

   • User is Central Purchase Manager: Select this option to allow the users to approve and book orders.

   • Purchase Manager: Select the user’s purchasing manager.

   • Reporting and Analytics synchronization and Default Cost Center:

     • As Defined in Role: Uses the setting from Role Management.

     • Override: Retains the default cost center synced from Reporting and Analytics for the user.

     • Preserve: Ignores the default cost center synced from Reporting and Analytics and uses the information indicated on this page.

   • Use Recipe Group Filter: Select this option to use the Recipe Group filter with the user.

3. To assign user rights:
   1. Click Manage User Rights, and then select the appropriate Module Group.

      User rights for the module appear in the pane to the right, these options vary depending on the selection.

   2. From the pane on the right, select the appropriate user rights by selecting the adjacent check box in the Right column, and then click Save.

      Refer to the User/Role Rights chapter for an overview of all available privileges.

   3. To assign all the user rights for the module, click Set Rights, and then click OK to confirm.
4. Click Save.