User Access

User Access

Differing levels of user access can be setup in Stockbook. 
To setup user access follow the steps outlined below:

1. Set Up Groups

Firstly an "Administration" group must be set up.
It is the Administration group that governs the remaining groups. Please make note of the password, as Outcross Systems will not have a record of it. 
  1. Go to Setup
  2. Click User Access
  1. Select Groups
  2. Click Add
  3. Name the User Group 
  4. Add a Description 
  5. Tick the appropriate boxes for this group to allow access to the required portions of Stockbook
  6. Click OK 
  7. Click Close
The following example is full access for Administration Staff
      

2. Setup User

Once the group or groups have been set up, the individual users can now be set up.

On the User Access screen 
  1. Click Add
  2. Complete the login name, full name and preferred password
  3. Click the down arrow to select the relevant Access Group 
  4. Click OK

      

  1. Now tick Enable user access control 


  1. Click Close
  2. A prompt will appear requesting login in details 
  3. The current user name will now appear in the top right corner of Stockbook
 

3. Forgotten Password

For resetting the administrative password please contact Outcross Systems support for assistance.

4. To reset the password other than the administrative password

  1. Go to setup 
  2. User access
  3. Select the username you wish to reset the password 
  4. Select Edit
  5. Reset the preferred password 

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