Allow Dashboard Customization

Allow the user to customize their dashboard.


Enable Excel Exports
Various data listings have a button that lets the user export to Excel.  When checked, Enable Excel Exports gives the user access to this button where available.


Enable Password Change

Allow the user to change their password.


Show Order Required Dates
When viewing the P21 Order Listing or an Order Detail there are various dates that are set to show the urgency of the order or order item.  These are things like “Required Date”, “Expedite Date”, etc.  This setting can be used to turn off the visibility of these fields.  Mainly used for customer logins when you would not like the customer to see that an order or item is past due.


Approved

Check/un-Check the Approved check box to disable a user account without deleting the account.


Locked Out

Check the Locked Out check box to unlock a locked out user account that occurs when a user exceeds the failed-login attempt maximum.


New Password

To change the user's password, enter a new password and click/touch the Update button.



Customer Role

  • Customer Admin
    • Has full access to all data relating to the Customer and all Customer features including the ability to set up other user accounts for the Customer.
  • Customer Accounting
    • Has full access to all data relating to the Customer and all Customer features except the ability to set up other user accounts for the Customer.
  • Customer Material Handler
    • Can only use the Quick-Order features.
  • Customer Purchasing
    • Can see Order and Shipment information but not Invoices or Customer account balances.