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A "user" is a person that the software is designed for and is using it.  The username entered when creating the user is the username they will use to log into Inventory.    

Users are assigned one or more Roles.  The roles assigned to the user thus determine the access that user will have in the system.

Inventory users will not migrate from Classic EIS.  Users must be created in Redesign after import.

Create a User

  1. From the System menu, select 'User'
  2. Click on from the User grid
    1. Enter/Select required user information
    2. Inventory Roles include:

      Redesign RoleClassic EIS IdentifierDefinition
      INV_ADMINOECN_SYSMANClassic System Manager Role
      INV_GROUP_MANAGEROECN_EIS_GMClassic EIS Group Manager Role
      INV_STANDARDOECN_EISClassic EIS Standard Role
      INV_READ_ONLYOECN_EIS_ROClassic EIS Read-Only Role

3. Click on to create the user or to cancel and close out of the window.


View/Search

The User grid allows the user to search for existing accounts by clicking in the filter row in the grid columns and entering in the desired information. Click on any row to view a user record.  

Edit

Click on  in the grid beside the user to edit the record. Only fields that are allowed to be edited will be displayed. 

Delete

Click on on the grid beside the user record you want to delete.  Users that are associated with transactions are not deletable.  However, you may disable an account that is no longer being used.

Change User Password

A user's password may be changed for them or if the user knows their password, they may also change it themselves by clicking on the Change Password link under the System>Change Password option.

  1. To change your password:
    1. From the System menu select 'Change Password'
    2. Enter your old password
    3. Enter and verify your new password
    4. Click on
  2. To change someone else's password
    1. From the System menu, select Users
    2. Click on on the desired user account
    3. (skip old password) and enter/verify a new password
    4. Click on
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