Adding & Removing Users

Task/Problem Overview

The following document will go over how to create new and remove users from Savance Enterprise.

Adding New Users

In the scenario that you have hired new employees, you will need to add them and set their securities.

• Go to Admin > Administrator

  

• On the Users tab select New, you will also notice on the same tab how many users you have left.

  

• Once you select ‘New’ the Setting fields will appear to fill in the following information:

  • User Name - This will be the name that will be used to log in - it is best to use a combination of First and Last name because User Names can not be duplicated in the system.

  • Password and Confirm Password

  • First and Last Name

  • Email

  • Phone and Ext

  • Fax

  • Cell

  • Title

  • Sales ID

  • User Type

  • Site Location

  • Warehouse

  

• Once completed select ‘Update’ to save your new user.

• Next, select their name and choose their security group.

  

• The new user will not be able to access Savance Enterprise

Removing Users

In the event, you need to remove the user’s access. You have the following options: Disable or Delete the user.

• Go to Admin > Administrator

  

• Locate the user that you wish to remove and highlight the name and select Edit

  

• If you wish to just disable the user select the ‘Enable’ box.

  

• Select ‘Update’ to save the changes.

• If you want to delete the user instead, just highlight the name and select ‘Delete’.

  

• Next, approve the following message.