Application Users

The Application Users screen is used to create user profiles. It links users to specific locations, departments, customers and markets, and assigns each user to a user group, which determines which screens and tasks in the application the user will be able to access. Each user is assigned a unique User ID and password for logging in to Enterprise Manager or Net-Chef.  

{Franchise Note}: Franchisees will be allowed to define their own application users. Franchisors will only see their own users.  {Concepts Note}: At Corporate, if an application user's record is linked to one or more Concepts,, it will only be visible in this screen if the current user is linked to one or more of the same Concepts. If a user record is not linked to any Concepts, it will be visible to all users. See "Concepts" for more information.

Creating a New User

1. Under the Security menu, click Application Users.  To see a list of the Summary screen columns and descriptions, click HERE.

• Last Name – Displays the user's last name.
• First Name – Displays the user's first name.
• User ID (link) – The unique login identifier for the user. The link opens the detail screen for the user's record.
• Active – Displays 'Y' or 'N' to indicate the status of the user record.
• Locked –Displays 'Y' or 'N' to indicate the whether the user record has been locked due to violating Password & User Security settings.
• Language – Displays the user's selected language.
• Email ID – Displays the user's email address.
• Verified – Displays 'Y' or 'N' to indicate whether the user's email address has been verified.
• Telephone – Displays the user's telephone number.
• Ext – Displays the user's telephone extension.
• Employee Record (hidden by default) – Displays the employee record associated with the user.

2. To add a new user, click the Plus (Add) icon. To edit an existing record, click on the User ID hyperlink. This will open the detail screen to the User tab.

• All tabs are visible by default. To show/hide a tab, click on the Menu icon and select the Tabs option.  From the pop-up menu, check to show or uncheck to hide the desired tab(s).

3. Enter the user’s Last Name and First Name.
4. In the E-mail field, enter the user's e-mail address. This is most commonly used for someone who will receive daily alerts regarding values displayed on the Dashboard. Also, this will be required if the application is configured to auto-generate passwords for new users (for communication of these passwords to the users) or if the "BizIQ Access" level is not 'None'. 
5. The Verified box will appear as checked after the user attempts to login to BizIQ+ and confirms their email address. Users with “unverified” email addresses will not be able to login to BizIQ+ {Note}: Updating a verified email address may affect this User’s ability to access BizIQ+.
6. Enter the user's Telephone and Ext.
7. If applicable, select this user’s preferred Language (for Net-Chef and Enterprise Manager) from the drop-down.
8. To link an Employee Maintenance record with this Application User, select the appropriate Net-Chef Employee Record from the drop-down list.
9. Enter the User ID (30 character limit); this must be unique among active users in Enterprise Manager. If “New IDs must be unique throughout history” is enabled in Password & User Security, this entry cannot match an existing inactive User ID either.
10. Select the appropriate User Group from the drop-down list.
11. An authorized user can enter/edit the user's Password , for use when logging in to any of the Crunchtime applications. (See "Password and User Security" for details on defining complex passwords.)
12. When creating a new user, the Active box defaults to checked.  To deactivate a user, clear this check box.
13. The Locked box will be checked for users that have been locked out of their account due to multiple unsuccessful login attempts. An authorized user may unlock a user’s account. (See "Password and User Security" for details on defining complex passwords.)
14. The New Hire box will be checked for new users. When the password is changed after initial login, this box will no longer be checked. This can also be cleared by an authorized user.
15. Check the Access Teamworx Mgr. Console box if the user should be allowed to use the Manager's Console in the Teamworx application.
16. If applicable, select this user’s BizIQ Access level, to manage whether the user has access, as well as what type of user role ('None', 'Power User', 'Analyst', or 'Consumer') they have within the BizIQ application. (This drop-down only appears when BizIQ is enabled for your database.)  If this setting is not 'None', then the "E-mail" field is required.
17. If necessary, click on one or more other tabs to enter data in that section of the screen. Click on the toggler below for links to these tabs to see details about the specific data entered in each section.
18. When finished, click the Disk (Save) icon to save your changes.
19. From the details screen, you can click the Printer (Export) icon to download and/or print the detailed settings for the selected user.
20. When finished, click the X (Close) icon to return to the summary screen.
21. From the summary screen, you can click the Printer (Export) icon to download and/or print the list of users displayed (based on filter settings).
22. If necessary, authorized Corporate users can click the AD Sync button, to force a “sync” between Crunchtime and the customer’s “active directory” system. This will look for users in that system that need accounts created or updated in Crunchtime.
23. When finished, click the Home (Dashboard) icon to exit the screen.

 

Note: From the summary screen, users can click Report to display and/or print a report that includes details of the entities to which each user is linked, as configured on the tabs in the detail screen.

   

 

 

 

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