User Creation & Deletion, User Passwords (incl. video tutorial on changing passwords)

\# written by training admin | last published at april 28, 2023 \# overview only super users (those who have access to ‘settings’ module on enapps erp system) can create new system users or delete/edit existing users to be a super user, in your access rights you should have ‘administration’ = ‘access rights’ or ‘configuration’ access right \# new erp user creation process (super user specific) the first option to create a new erp user is to go to settings >> users >> users >> find the user you want to build your new user access rights on (it is usually a person representing the same department) >> right click on the user in list view >> click ‘duplicate users’ button you will be presented with a pop up window requiring new user’s ‘user name’ – will appear in the top right corner as ‘hi, user name!’; ‘login’ and ‘password’ – needed to log into the system; ‘email’ – needed to restore forgotten passwords, perform emailing from the erp system, etc ! please note when creating a password, use the following rules password should contain uppercase and lowercase letters; password should contain letters and numbers; password should contain special characters; minimum length of the password is eight once done, click ‘confirm’ and you will see a new user (in our case james j ) on the list of users with exactly the same access rights as the previous user (in our case enapps academy ) alternatively, the second option is when you can create user roles with pre defined access rights, name those roles and later assign them to new starters in this case, open a user whose access rights choice reflects the role you want to create (double check all access rights first) >> on ‘access rights’ tab click ‘save as role’ >> name this role >> ‘click ‘confirm’ once a new starter comes, create a new users for them >> open this user in form view >> on ‘access rights’ tab open ‘user role’ drop down menu >> select the role with its pre configured set of rights >> ‘click ‘apply’ \# new erp user deletion process (super user specific) to delete an existing erp user, go to settings >> users >> users >> find the user you want to delete >> open it in form view >> untick ‘active’ checkbox >> click ‘save’ this user 1) if logged in, will be taken out of the system back to the log in page where they will not be able to log in again unless activated back; 2) if not logged in, they will not be able to log in unless activated back at any time, system super user can find inactive users and activate them again to allow them to log into the system again ! please note you should not (and will not be allowed by the system) delete ( , ) erp users deactivation is enough \# change or re set user password to change your user password , go to the ‘user settings’ menu >> ‘preferences’ this will bring up a popup window, where you should click on the ‘change password’ button >> this will bring up another popup window, where you should type in your old password, new password and confirm your new password >> click on ‘ change password’ button the system will automatically log you out next time you log in, use your new password ! please note securely take note of your new user password in order not to forget it if you have forgotten your system password, try typing in your password >> click ‘log in’ >> if incorrect, a new ‘forgot password?’ button will appear, click on it >> a new window will appear under it, where you should type in your email address to send a reset password link to >> click ‘send email’ then you will receive an email with a reset link in it (which is only valid for 24 hours) you should click on this link and reset your password ! please note you should type in the email address, which was used when your account was created (most likely it will be your work, not your private email address) if the email address you have typed in is incorrect, you will see the following message below – in this case contact your company’s admin to check the email which is linked to your erp user account please securely take note of your new password and do not forget it next time ! please note since 3095 (development, non live) system gets overwritten by 2095 (production, live system) every end of the week, your password from 2095 will overwrite the password of 3095 in case they are different video tutorial on change/ reset of password embedded content from https //www youtube com/embed/vwlmt2jjmwq?\&ab channel=enapps\&wmode=opaque\&rel=0