Users Entry Screen
User entry screen menu options
User Skills – Collection of skills this user possesses which would be used via the Schedule screen to display users with these skills.
User Certificates – Collection of certifications this user possesses which would be used via the Schedule screen to display users with these certifications.
User entry screen
Active
This denotes whether this AyaNova user is able to log in, and if a Schedulable User, available in drop down selection lists.
Do note that you can not set a user that is of type Schedulable User to inactive if they are presently assigned to open orders (service workorders that are not Closed, and/or in a Quote or PM)
First Name
This is an identification field used in the global setting on how to display users in drop down selection lists.
Last Name
This is an identification field used in the global setting on how to display users in drop down selection lists.
Initials
Initials of the user may be used in various grids and screens.
Security Group
The user is made a member of a security group which sets what rights to various features in AyaNova are available for this user
See also:
User Type
This identifies the type of user.
Schedulable User
Selection of Schedulable User as a type will affect license consumption – every user set as Active and as a Schedulable User requires an AyaNova license.
NonSchedulable User
Select for an employee that would view and enter data, but not be available in drop down selection fields.
Administrative User
AyaNova comes with one default created Administrative User that can not be deleted or edited except for username login and password, and locale.
You should create at least one more account that is an Administrative User in the event you forget the main Administrative user login and password.
Client User
If select the type as Client User, able to select the Client name in the next field. This user would be the Client who can log in via the remote web feature to request service, view their requests, and view their workorders.
Refer to the WBI (web browser interface) documentation for details.
Head Office Client User
If select the type as Head Office User, able to select the Head Office name in the next field. This user would be the Head Office who can log in via the remote web feature to request service for clients that have this head office selected, as well as view the existing requests for the clients, and view workorders for their clients.
Refer to the WBI (web browser interface) documentation for details.
Client
If a Client User is selected in the field above, this field is where you select the actual client. If the User Type is a Head Office Client User, the label changes to Head Office and only Head Offices are selectable. Refer to the WBI (web browser interface) documentation for details.
Region
See also:
Default Warehouse
When a new user is created, this will default to the Default warehouse (you can rename that warehouse, just can not delete it).
If the user regularly obtains their parts from a different warehouse than perhaps store stock, setting their default here will allow when they are entering data relating to parts, that the warehouse selected initially defaults to this set here – saves entry and selection time, as well as the user accidentally forgetting to select the correct warehouse which would affect inventory and may require Inventory Adjustments to address.
Default Language
A default language is required. New users default to the default language set in Global Settings.
New installation of AyaNova will also install sample Deutsch (German), Español (Spanish) and Français (French) language locales
See also:
User Template
If you select a specific service template here, when this user is logged in and creates a new workorder for any client, it will default to selecting that service template
Pager Max Text
This is for informational purposes only and not tied to Notification Subscriptions
Phone 1
This would be for informational purposes to display for contact.
Phone 2
This would be for informational purposes to display for contact.
Pager Address
This is for informational purposes only and not tied to Notification Subscriptions
User Email Address
This is for informational purposes only and not tied to Notification Subscriptions
Employee Number
This is an identification field used in the global setting on how to display users in drop down selection lists.
Is a subcontractor
A user may be of a type Schedulable User but also be a subcontractor. Select the vendor if they are. Note that this does not affect how data is viewed.
Schedule Back Color
When viewing the Schedule screen, this schedulable user’ workorder items will have this back color for easy viewing.
Dispatch Zone
If a schedulable user, assigning to a specific dispatch zone allows for easy selection when creating Schedulable User Groups for the Schedule screen.
Clear all users’ form customizations
When selected, this will clear any changes a user has made to grids such as column placement, display or not display columns, and sizing. When the user next logs in, the grid display (position of columns in grids) will have taken the saved grid settings of the AyaNova Administrator.
Set Login & Password
Every AyaNova user requires a username and a password. Every AyaNova username must be unique.
Be aware that we can not recover any user’s username and password entered in the AyaNova database.
It is your responsibility to maintain documentation of any user’s username and password, including the AyaNova Administrator account if changed from the default of “manager” with password “letmein”.
This opens the sub-screen where the user login name and password can be set.
The previous username and password if set, does not display.
Enter in this users’ login name in the Login Name field, and the users’ password entered twice for confirmation.
Select the 
OK button to accept the changes
If you select the 
Cancel button or the 
X in the upper right-hand corner, no entries will be saved and it will revert to the previously entered username and password.