Creating Users in Nimbus

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To access Users screen, from the sidebar menu select Security>Security Users :

 

Security module in Nimbus

 

A User is a person using the application. In any business there are a number of persons managing different aspects of the business and thus different persons can use a single application but their roles and activities can be different. For example, a salesperson will only use the sale and return screen and has nothing to do with inventory management. Therefore for security reasons, it makes sense to associate various rights with a particular user to limit access to certain screens.

For this purpose you create different user groups and then add user accounts for each member of that group. Consider the example of a pre-defined group in  Nimbus called ‘Sales shop.” By default all users defined under this group have access to the activities related to shop management like sales and return, customer definition, physical audit, account transaction, etc.

You can learn more about creating groups on Groups screen.

 

User Records

 

The default screen of Security Users is the Records tab. Records tab shows records of all created users of all shops and groups. You can filter users according to group types by selecting it from Select a Group drop down menu. 

Creating Users

 

User accounts are created by Admin (any user defined under the ‘Admin’ group)

Once groups are defined, you can create user accounts under each group. Login ID and passwords are attached to each user and these credentials can be used to log in to the system. This way the system will restrict the unauthorized users from operating the system and will ensure system security. The administrator can also set certain user based rights by selecting the check-boxes on the screen against a particular user.

 

From Select a Group drop down, select the group under which you want to define users.

The drop down will show the groups you have defined on Groups screen.

 

Enter name of the user  you want to attach to the selected group.Enter email address and comments in respective fields.

 

Enter user login in Login Id field. It is the login that the user will use to login into the system.

 

Enter password in both the password and confirm password fields.

 

If it is a multi-store version, select store from Store Name drop down to attach the user to a particular shop.

 

Once the shop is selected, all its registers will become visible in the register drop down menu.

 

From Register drop down, select the register to attach it to the defined user.

 

And Save user record.

 

creating users in NimbusRM

 

All created users will appear in list view on the Records tab:

 

security users records in Nimbus

 

Note: Users are created and assigned passwords by an admin user. But once a user logs in with her/his assigned password, s/he can change password and can also add a profile picture by clicking the expand icon on the top left side of the screen.

 

changing password in Nimbus

User Rights on Registers

 

Users can access, make sales, and close  only the registers they are attached to. If a user is attached to a particular register s/he cannot access any other register.

You can a give a particular user the right to access all registers by not selecting any register for the user.  Such users will have the option to do the following:

 

Select any register for making sales on Sales and Return screen

 

Closing any register on Register Closing screen

 

Updating a User Record

 

To update a user record, double click the user name  on Records tab.

 

The selected user will load on the screen.

 

Make changes and click Update button.

What are User Based Rights and How to Assign them?

 

User based rights are permission on the User screen that you can grant to a particular user by selecting the required check-boxes.  These rights can vary from user to user within the same group. For example, you may assign the right to view cost price to salesperson A but withhold it from salesperson B.

Now both users, A&B, will belong to the same group but will have different rights.

 The following rights are available:

Enable View Cost Price

 

If “Enable View Cost Price” check box is checked for a particular user, s/he is marked as cost user. Cost user can view cost price of products on reports and other screens.

Apply Adjustment

 

When “Apply Adjustment” check-box is “ON” the user is allowed to make limited adjustment on Sales and Return screen according to the adjustment limit set on Configuration>System Configuration>Sales tab

Apply Open Adjustment

 

To allow the user to make adjustments without restriction, check the “Apply Open Adjustment” check box. It enables the user to make open adjustment without any limit to invoice on the sale and return screen

Allow  Discount Editing at Sale

 

When this check-box is ON, user is allowed to modify unit discount of an inventory item on Sales and Return screen. The U.Dist field on the Sales and Return screen becomes editable.

When a particular user has this right s/he can give product discounts during sales by entering the value or percentage in U. Discount field.

Note: If user has rights to edit the unit discount, s/he can apply unit discount in both percentage and value depending on the configuration “Product Discount Mode” on system configuration > sale tab

Allow Price Editing at Sale

 

User can modify the rate of inventory item on Sale screen when “Allow Price Editing at Sale” check-box is ON. The Rate field on Sales and Return form will become editable for the user.

Enable Offline Services

 

If you want the user to be able to work in the offline mode, mark this check box. 

If this checkbox is checkbox is checked for a particular user s/he will be able to both Sync Master Data and Sync Sales.

Active

 

When you create a new user, Active is checked is by default. If you want to deactivate a certain user you can un-check the Active checkbox. 

 

 

 

 

Need More Help?  Call our support department:

 

 

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in Ensuring Security Tags: administratoroffline modesalessalespersonsecurityusers

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