Maintaining User permissions in ProfiitPlus or Alchemii is quick and easy. Review your system today to ensure your Users have access to just the functions that are applicable to their role.
Navigate to Administration | System | User Menu Options (Access)
Setting Up Users
Click the Add button to add a new user.
Enter a new username and password in the empty fields provided. You can also force the User to change password on next login by ticking the checkbox.
You can copy permissions from an existing User, by simply choosing the appropriate User from the Select User Name to Copy Permissions From drop-down and clicking Copy Permissions.
If you want the User to have access to change datasets via the Main Menu, then tick the Allow change of dataset (Business) options. This allows the User to change businesses or switch to the training system.
To make the User an Administrator, tick the box Operator is System Administrator.
It is recommended that only one or two Users be made Administrators within any business.
There is an option to show the dashboard on the main menu for the User. For each User, you can opt to display Sales Data only, or All Data which includes account balances. Alternatively, you can set the option to No which will not show the dashboard at all.
The Access Level option is used in conjunction with Customise Options to hide/display some information, such as cost prices. If you have this option enabled, set the Access Level for each User to suit the setting in your Customise Options (found in Administration | System | Customise).
You can also reset a password for a User by pressing the Reset Password button. You will be prompted to enter a new password for the selected User.
The Menu Map button allows you to print all of the modules currently licenced in your system. This will give you a guide on what the User can access.
The Cleanup button runs a quick check within the system to see if any modules have changed or don’t exist anymore. This runs the process for every User in your list.
Choosing Modules for each User
By clicking on a User and then the Modules tab, you will be able to select which parts of the system you want this User to have access to. Each module is listed on the left hand side, with each menu option within that module listed to the right.
You can turn on everything for one module by unticking that module, then ticking it.
To save time when adding Administrator Users who have access to all functions, you can click on the Set All button which will tick every option for that User. You can also hit the Clear All button which will untick everything.
The recommended process for “normal” Users (i.e. not Administrators), is to first use the Clear All button, then selectively switch on just the functions that they will need.
Setup User Email (Optional)
You can setup email addresses associated with a username if you choose to do so. You will need to enter your mail server details as well as the User’s email details.
Please note: You might need to add authentication details to connect to your email provider.
These details will be used as per your system choices in Administration | System | Communication Settings | Host Email Settings. Each option that has the User box ticked will use these User Email settings, in preference to the system-wide email address.
Deleting a User
To delete a User, select the User from the list and click the Delete button. That User will no longer be able to log in to the system.