To access User Manager, you must have access to the System Administrative Functions site with the required level of administrative permissions.
Every user in FOOD-TRAK must have a user account. Each user account must have at least the following:
User Name
Best practice is to include all or part of the first and last name of the user for future identification when managing user accounts and/or tracking user account activity.
Email Address
An email address is required for a user to have the ability to get to the Customer Support site.
Password
To facilitate a more decentralized model when it comes to password management the ability for a user to change their own password without needing administrative permission access to the System Administrative Functions site is available.
Security Groups
User accounts are managed independently of Security Groups. Permissions are granted/denied to a security group. A User is then assigned to Security Groups (one or many) to place limitations on the functions they can and cannot perform. The user’s permissions reflect the most permissive based on those security keys granted in the Security Groups in which they are a member.
Site Access
To view and manage users in your organization, go to System Administrative functions, from Administration, the User Manager can be found on the Corporate Functions screen. The user list displays all the users in your organization that have access to the same Sites that you do. In a company with multiple sites, an administrative user account with Site Access permissions to a single site will only be able to see and manage users with Site Access to the same site. Enterprise level administrative users who have Site Access granted to all of the sites in a company will be able to manage all of the users assigned in the company.
From the user list you can:
Create a user
1. From the user list, press the Add User button from top menu.
2. Enter the user’s name, email address and password.
3. Mark if the user is allowed to change their password from My Account.
4. Click the Add button to select and add a Security Group.
5. Press the Apply button to create the User. Wait, not done yet.
6. Click on the Site Access tab. Mark the Sites and Profit Centers in each Site that the user can access. Commit your changes.
Delete one or more users
1. From the user list, mark the user you want to delete by putting a check mark in the box.
2. Press the Delete button.
Reset passwords for selected users
1. Enter the name of the user that you want to edit in the Quick Search field.
2. From the user list results select the user you want to edit by clicking on the user name.
3. Make necessary changes.
4. Press OK to commit your changes.
View users assigned to specific security groups and/or Profit Centers
1. From the user list, press the Filter button.
2. Select the criteria to find the specific Security Group and/or Profit Center by clicking on arrow in the Select button.
3. Enter the name of the Security Group and/or Profit Center in the necessary field.
4. Click Apply.
The results will display the users that are assigned to the Security Group and/or Profit Center. The term <Multiple> will appear when the user has more than one Security Group and/or Profit Center that matched the criteria assigned.
View a user’s last login date
Print a customized User List