How do I create users in inFlow On-Premise? Can I restrict what they see/do?

Note: This feature is only available for premium edition licence holders

You can create a user ID for each person who will be logging into inFlow On-Premise, and set their access rights appropriately. Please be aware that while you can add users in the Regular Edition, restricting access rights is only available in the Premium Edition of inFlow.

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*NOTE: If you do not see a “Users” icon as in the screenshot above, this means you are logged in as a user with no administrative rights and cannot edit users. Go to the Main Menu > General > Change User and log in with the correct user name.


To add a user:

  1. Go to Main Menu > Options > Settings.
  2. Click the Users Icon.*
  3. Click the Add button to create a new user
  4. Enter their name and choose which options you’d like to restrict by un-checking the various modules.
  5. Click to Save & Close, then again in the General Settings window.

To adjust restrictions on a user:

  1. Go to Main Menu > Options > Settings.
  2. Click the Users Icon.*
  3. Double-click the user you want to edit.
  4. Choose which options you’d like to restrict by un-checking the various modules.
  5. Click to Save & Close, then again in the General Settings window.

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See below for an explanation of the restrictions available in inFlow.

Note that turning off the access to view a module automatically turns off the access for editing as well.

Restrictions
Access Rights ViewingEditing
Sales OrderAble to view all sales orders, sales reports and dashboard sales info.Able to view, create and edit all sales orders.
Order PricesAble to view and edit prices on sales orders.
CustomersAble to view all customer records, statements, and customer-related reports.

If this is restricted, all sales order viewing and editing access will be restricted automatically.

Able to view, create and edit all customer records.
Purchase OrdersAble to view all purchase orders, purchase reports and dashboard purchasing info.Able to view, create and edit all purchase orders.
VendorsAble to view all vendor records, statements, and vendor-related reports.

If this is restricted, all purchase order viewing and editing access will be restricted automatically.

Able to view, create and edit all vendor records.
Work OrdersAble to view all created work orders.Able to view, create, and edit all work orders.
Reorder Stock 
.
Able to use inFlow’s Reorder Stock function. This is found in two places:

1. Main Menu > Inventory > Reorder Stock
2. Dashboard > Products to Reorder.

Count SheetAble to view all created count sheets.Able to view, create and edit all count sheets.
Transfer StockAble to view all created stock transfers.Able to view, create, and edit all stock transfers.
Adjust StockAble to view all created stock adjustments.Able to view, create, and edit all stock adjustments. 
Current StockAble to view Current Stock and any inventory reports/dashboard info showing current stock
HistoryAble to view all product movement history, inventory movement reports. Does not affect order history.
ProductsAble to view all product information (unless otherwise specified in other restrictions).Able to view, create, and edit all product records (unless otherwise specified in other restrictions).
Cost InfoAble to view all product cost information, cost value reports, and profit reports.Able to view, enter and edit cost information in product records.
Product CategoryAble to add and edit product category information.
ReportsAble to generate and view reports.
SettingsAble to view all settings in the general Settings window. Cannot be restricted if user is an administrator.Able to view and edit all settings in the general Settings window. Cannot be restricted if user is an administrator.
Print SettingsAble to view the settings in the Print Settings window.Able to view and edit settings in the Print Settings window (change template, font colors + sizes, document footers, add custom documents).
Integration SettingsAble to view and edit settings in the Integration Settings window (Shopify and Magento)
ImportAble to import data into inFlow.
Export –Able to export data out from inFlow.
Backup –Able to use the “Backup Data” function to create inFlow backup files.
Restore/Reset – Able to use the “Restore Data” function or “Reset All Data” function.
inFlow Inventory
Archon Systems
w,
+1.866.923.4974
260 Carlaw Ave #397
Toronto, ON, M4M 3L1
Canada
December 20, 2019

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