Users entry screen

User entry screen additional 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

What security groups display depends on the security groups you have made

See also:

Security Groups

User Type

This identifies the type of user.

The types that are available are:

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.

NOTE: Only a user that is of User Type Administrator User can see the Administration navigation pane and its grids, even if you have set the security group for the user of other user types to Read or higher.

This user would be the Client who can log in via the optional WBI web browser interface to request service, view their requests, and view their workorders. If the selected type is Client User, then the client must be selected in the next field.

Refer to the WBI (web browser interface) documentation for details.

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.

Select for an employee that would view and enter data, but not be available in drop down selection fields.

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.

Client

If the User Type selected is a Client User, 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 configuring a client to have access through WBI for details.

Region

If you select the default region, then this user has access to all data regardless of what region the data is assigned to. If you select a specific region, then this user is restricted to only viewing data available for that region.

Also see: Regions

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).

This can be set to the warehouse that a user most commonly selects parts from on a work order to save time and ensure the user doesn't accidentally select the wrong warehouse.

Make sure that the if you have specified a specific region for this user, that the Default Warehouse you have selected is also set for that same region.

Also see: Part Warehouses

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:

Localized Text Designer

Service 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.

Also see: Schedule screen

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.

Also see: Dispatch Zones

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.

This is useful if the user has done something funky with their grids or entry screens, and you want to reset them back to that of the AyaNova Administrator to reset it.

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.  AyaNova does not store the original user name or password, only a number calculated from them for security purposes.

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.