Important Notices:

•Users cannot be deleted once created. They can be renamed.

•If the user does not have a role assigned they will be able to login but will not see any navigation options.

•When adding a role to the user be sure to click the + in the green circle to the right of the role to commit the addition.

•To disable a user so they can no longer access the system change the password and remove the roles assigned to the username.

Food Connex Cloud allows for an unlimited number of users. To add a new user to your system or edit an existing user navigate to:

System > Security > Maintain Users

Add a New User

To add a new user click the +Add button in the bottom right corner.

Edit an Existing User

To edit an existing user use the search box to find the user then click the username.

Main Tab	Basic User Information
User Name	This is the login name.
Person Name	The users full name
Email	The users email address
Salutation	Mr., Mrs, etc.
Job Title	Inventory Manager, Sales, etc.
Main Tab	Restrict Order By
Only Salesperson	User will only be able to view orders that are assigned to the salesperson selected.
Only Chain	User will only be able to view orders for companies that belong to the selected chain.
Only Group	User will only be able to view orders for companies that belong to the select group.
Only Customer	User will only be able to view orders for companies that belong to the select group. Common for customer order entry.
Customer OE	User will have special restrictions designed for customer order entry.
Restrict Price Keys View	Price Key editing is restricted by user.
Main Tab	Restrict Items By
Restrict to Price Keys	User can only order items that are on a price key assigned to customer.
Restrict to Available	User can only order items that have positive availability.
Restrict to Managed Order Guide	User can only order items that are on a customer's managed order guide.
Restrict Item to Users	If selected the user cannot view or order items that are restricted by user security.
Password Tab
Enter New and Retype Password	Complete to create or change a password
Password Hint	Hint for forgotten passwords.
Roles Tab
Role	Roles provide users permission to access various areas and features in the system.