User Role Maintenance - Role Information

General Information

Users in your Company can be grouped together in predefined "Roles", granting them authorization and restrictions to various options and features in M.O.M. without then need of opening each User ID and defining them individually.

Using the Allow/Restriction Additional Options tab,   lets you "restrict" or "allow" access to virtually every menu option and order entry edit control in the system.

How to Use the Screen

There are two tabs in this function. The User Information tab and the Allow/Restrict Additional Options tab.

On the User Information tab, enter or edit the information in the fields as required. When you complete the additions or changes, press SAVE. To save the information as a new user ID, press SAVE AS and define the new User ID Code. To exit without saving, press CANCEL.

Field Definitions

M.O.M. USER ROLE - the ID code for the role.

M.O.M. USER ROLE DESCRIPTION - a description for the role.

AUTHORIZATION LEVEL - select a default level 1-5 in accordance with the guidelines below. If you want to view the specific restricted and allowed options for a default level, or to customize the security profile using a default level as a starting point, click on the Allow/Restrict Additional Options tab.

Authorization Level Guidelines

The security profile that you establish for each user of M.O.M. in your company depends on your particular requirements. The default authorization levels are designed to serve only as a basis, however you may feel that their definition is close enough to your own security parameters that they can be used without any modification. Each level can be viewed in its entirety and/or customized using the Allow/Restrict Additional Options tab.

Level 1 - Order Entry Clerk and/or Telemarketer - this level user has access to all of the order entry and customer management functions that are not financially related. No financial information can be accessed by this level user. In addition, none of the advanced functions in the system can be accessed, including Order Processing.

Level 2 - Finance Clerk - this level user has the same access as Level 1, but in addition can access financial information about the customer such as tax exempt status, discount, unit price change, etc.

Level 3 - Order Processing Manager/Shipping Clerk - this level user has the same access as Level 2, but in addition can run Order Processing at both the Batch Order Processing and Packer's Workstation functions. In addition, a user at this level can access and use the Warehouse Manager's Station with the Advanced Warehouse Module. Finally, users with this level can Maintain Stock Item information.

Level 4 - General Manager - this level user has access to all system functions with the exception of the Profit and Response reports.

Level 5 - Owner/Operator - this level user has access to the complete system.

EMAIL ADDRESS-   the user's email address.

TEL. NO.- the department's phone number.

EXT- the department's phone extension number

Sales Person Information

USER IS A SALESPERSON - check this box only if the user functions as a commissioned salesperson in your company. This field determines whether or not the user will be listed in the commissions sales reports in the system.

SALES COMMISSION GROUP - optionally, if the user is a salesperson, select a Sales Commission Group to which the salesperson belongs. Note: Sales Commission Groups must be setup in advance of setting up salespersons.

USE SPECIAL COMMISSION CALCULATIONS FOR THIS SALESPERSON - If the user is a salesperson, and has their own commission structure (not those in the Sales Commission Group) check this box and enter commissions calculations based on Selling Price, Gross Profit, or Net Profit. Any combination of fields can be used.

Warehouse/Retail Staff Information

USER IS A PICKER/PACKER - only for use with the Advanced Warehouse Module. This identifies whether the user uses the Packer's Workstation to pick and/or pack orders. It enables the user to be assigned orders to be picked and/or packed using the Warehouse Manager's Station.

USER IS A CASHIER (POP) - check this box if the user is a cashier for Point of Purchase (POP).  If the user has been assigned to a warehouse, then the user is assigned to the retail location at that warehouse.  All products entered by this user whether it is retail or mail order will be depleted from the assigned warehouse.

USER IS PERMANENTLY ASSIGNED TO WAREHOUSE - only for use with the Advanced Warehouse Module. If the user is a packer and always works in a specific warehouse, select the warehouse. If the user works in more than one warehouse, select "All The Warehouses."

Staff Optional Information

ENABLE MANAGER'S DASHBOARD- Check this option to allow this user to access the Manager's Dashboard. This will enable the Dashboard tab where you can choose what will be displayed in the dashboard for this user.

USER IS A TRAINEE- Check this option to prevent any order entered by this user from being processed. The order will be held in the "Order On Review" status.

USER IS A MANGER WITH AUTHORIZATION RIGHTS- Check this option to allow this user to approve orders that have are in the "Order On Review" status. These orders were either entered by a User that is defined as a trainee or the orders have reached one of the checkpoints established in the Manager's Authorization Tab of the Global Parameters Order Processing screen.

USER CANNOT CLOSE MOM CHAT WINDOW- Check this option to prevent this user from exiting out of the M.O.M. Chat window.