User

Users are created in the system to access the application. Only administrator can create the users. Through Define User screen, you can create new users in the system.

Through this screen you can assign roles to the user. Depending on the nature of the work, each role is given some set of privileges. Multiple roles can be assigned to a single user. Roles are defined in Roles Master screen. Based on the assigned roles, user is allowed to access the application and carry on the corresponding transactions in the system.

Through this screen you can provide IP based authentication for the user. You can define the range of IP addresses or an IP address from which the user should be allowed to access the application.

You can also modify the existing user details through this screen.

To create user:

  1. On the System Administration module, click User Management, and then click User.

  2. Enter User ID and User Name in the respective fields.

  3. Enter Password, and retype the same password in Confirm Password field.

  4. In Status drop-down, select status as Active or Inactive.

  5. Enter Email Address of the user.

  6. Enter mobile number of the user.

  7. Select the user validity period in Valid From and Valid To field. This validity period indicates the duration for which the user is eligible to use the application.

  8. In the Originating Source panel, select Web, Mobile, or Webservice.
    Web: The roles that are selected as web can access the application only through web
    Mobile: The roles that are selected as Mobile can access the application only through mobile
    Webservice: The roles that are selected as Webservice can access only the Webservice application

  9. Enter the IP address range with hyphen (-) as separator in IP Address field. You can even give a specific IP address with semi colon (;) as separator.
    For example: 192.168.100.24 - 192.168.100.57;192.168.100.95;192.168.100.112;

  10. In List of Roles box, the roles defined in the system are displayed. By default, the user is assigned to System Default Role. Select the required check box(es) against the roles available in the list to assign new roles to the user.

  11. Click the Save button to create the user and save the details.

  12. Click the Show Privileges button. By default the list of all privileges available in the system are displayed in the List of All Privileges box. Click the Assigned Privileges radio button to view the privileges allocated to each selected roles. Click the [+] link to expand all the privileges.

To modify existing user details:

  1. Enter User ID in the given field. Else, click the Search Lookup against the User ID field. Enter the minimum required details in the searching fields and click the Search button. The details appear in Lookup Search pop up window. Select the required User ID link from the Search Results list in Lookup Search pop up window. The user details appear in the screen.

  2. Select or clear the required check boxes against the roles available in List of Roles box to assign roles or remove roles to the user respectively.

  3. By default, the list of all privileges available in the system appears in List of All Privileges box. Click the Assigned Privileges radio button to view the privileges allocated to the selected role. Click the [+] link to expand the privileges.

  4. Modify the other details, if required.

  5. Click the Save button to apply the modification.

Note: