Assigning User Defaults

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Assigning User Defaults

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User defaults are default settings that are applied to each user to control the behaviour of Mobileezy for that handheld or desktop user.  There are three types of defaults that can be applied to the Mobileezy users.  These are dependent upon your Mobileezy software license.

1.User Profile  (all Mobileezy software)
2.Default Location (Stock Module only)
3.Default Territory (all Mobileezy software)

You will need to assign user defaults when the user is first created and again if you want to change the behaviour of the software for an individual user.

Instructions for assigning user profiles to users        Assigning the User Profile

User profiles are assigned to users under the setup icon.  To assign a profile to the user:

1.Click on the Setup icon and select the Users tab
2.Select the user by clicking on the User Name to highlight the row.

 

Assign_User_Default_Profile

 

3.In the Profile column, click on the DropDownList_Selection_Arrow and select the desired profile from the drop down list.
4.You must close and reopen Desktop Administrator for the changes to take effect.
5.To effect the changes on the handheld device, complete a full sync on the handheld after closing Desktop Administrator.
6.To effect the changes on Desktop Order Entry System, close and then reopen it.

Instructions for assigning the users default location        Assigning the Users Default Location

The user Default Location controls the stock location that is automatically logged on for the handheld user. This is only required when the Stock Module is in use and will not be available without this feature being switched on.  The user default location on the handheld is the stock location that willl be affected where any sales or stock transactions are completed on the handheld.

To set the user default location:

1.Select the user by clicking on the User Name to highlight the row.
2.In the Default Location column, click on the DropDownList_Selection_Arrow and select the desired location from the drop down list.
3.You must close and reopen Desktop Administrator for the changes to take effect.
4.To effect the changes on the handheld device, synchronise the handheld after closing Desktop Administrator.
5.To effect the changes on Desktop Order Entry System, close and reopen it.

Note:  It is not necessary to select a default location for the user.  If a default location is not defined, the employee will need to select their location each time they log onto a handheld device.

See Also:

Creating User Profiles

Stock Locations

Creating DOES Users

Creating DOES Users