User Manager

User management tasks like creating, editing and deleting users, resetting passwords, configuring Profit Center access and granting permission can be performed from the User Manager.

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 Admin, the User Manager can be found in 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. Click 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. Click the Delete button.

• Reset passwords for selected users
  1. Enter the name of the user that you want to edit in the 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. Click OK to commit your changes.

• View users assigned to specific security group and/or Profit Center
  1. From the user list, click 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.

• View a user’s last login date

• Print a customized User List

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.