Summary
User's setup here Users can log into the LogiSense billing system and access screens/features of the system based on the role they are configured with. From this the Users screen you can also view each user's login history and specify which IP addresses the user can login from.
In this example we are going to create a new user and add that user to the “Billing” role we set up in Role Configuration Example which will be governed by the permissions we ‘Billing’ role set up in the “BillingGroup” Role Group we set up in Role Group Configuration Example.
For additional details on the fields presented on this screen see the Configure Users Screen guide.
Prerequisites
Role Configuration Example A role must be completed setup before users a user can be added
SMTP settings must settings must be setup in order to email the user's passwords on user creationsend the user an email that will allow them to set their password
Process
Log into your Logisense the LogiSense Billing application
Click on the “Setup” Setup menu then “Users Users & Accounts” Accounts
Click on “Users” Users
Click the “+”
sign to add a new user
Fill out the fields shown below. You can call the user whatever you’d you would like but for this example, make sure you set the “Role” to “Billing”‘Role’ to ‘Billing’ to assign the proper role permissions. When you’ve filled out the fields, click the “Save” button. The Save button
You will now see the new user in the Users list
Result
Activation Email:
Provided SMTP settings are configured the new user will receive an email from the system with a link that will allow them to
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setup their password and login to the LogiSense Billing Application.
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You will now see you new user in the Users list
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Login & Access:
When the user logs in they will be see content based on role they have been assigned. In this example the user was assigned the ‘Billing’ role, meaning they will only see the
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menu options
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that were granted by the permissions set on the
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‘BillingGroup’ Role Group (menu options the user can see are shown in the image below).
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The user login history and IP address tab are also available for any user account
Login History tab
This tab will display login attempts for the user and whether or not they were successful. The date of the login attempt and the IP address the login attempt originated from are also displayed here.
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b. IP Addresses tab
This tab lists any IP restrictions which have been setup on the user. If no IP addresses have been added then the user will be able to log in from any address.
Next Steps
<<documentation team task: link to next configuration article>>
Related Guides
<<documentation team task: link to API guide which covers the same config process>>
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Login History:
Setup / Users & Accounts / Users
Logins and login attempts can be seen on the Login History tab under the Users screen (shown below).
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Next Steps
Account types, statuses and contacts need to be configured next. See the Account Types Configuration Example article