# Users

## Managing and Viewing Users

This is the primary page for creating, editing, and viewing Users.

{% hint style="success" %}
Home / Site Manager / Users\
<https://farm.unosof.com/index.cfm?event=Users.List>
{% endhint %}

![Manage Users Page](https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M-BV4YRkYBYw5A4UAJL%2F-M8SPNcQeqh-3whZ0MyJ%2F-M8SQ-ntvyNjT3z3e22k%2FScreen%20Shot%202020-05-28%20at%2017.34.10.png?alt=media\&token=f498b701-8f1c-40b3-a2f5-f094f7352219)

From this page, you are able to visualize existing Users, their settings, and details. Use the search bar to find s specific User faster

## New User Unosof

To create a new User, click the Add A New User Button in the upper left corner of the page.

![Add New User Button](https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M-BV4YRkYBYw5A4UAJL%2F-M8SQavgiMU2jwfmAJMc%2F-M8SQtybf3qyGfj9-tJ_%2FScreen%20Shot%202020-05-28%20at%2017.38.04.png?alt=media\&token=05c0af20-b572-47a5-8ed7-0f5e949128fe)

Clicking this button brings up the User Form

![User Form](https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M-BV4YRkYBYw5A4UAJL%2F-M8SQavgiMU2jwfmAJMc%2F-M8SRfKlE1NJiE5C3rM6%2Fimage.png?alt=media\&token=fd3b5bbf-37fb-4252-bc1b-cfdbd35f9513)

This is where the information of a new Box can be entered:&#x20;

* **First name:**  User's first name.
* **Last name:** User's surname.
* **Username:** User account name / Login ID.
* **Password:** Secret word or phrase to login into the application.
* **Main Email:** User's email address.
* **Active?: S**elect YES if the user is active.
* **Warehouse Process:** Warehouse to which this user is allowed to have access.
* **Warehouse Origin:** Warehouse to which this user is allowed to have access.
* **Sales Rep:** Select YES, if the user is a Sales Representative.

{% hint style="info" %}
Note that if the user is set to YES, you can set the user in the customer form.\
See: [Customer Info](https://manual.unosofbooks.com/customers/customers/manage-customers/create-a-customer/customer-info#general-customer-information)
{% endhint %}

* **Lock Sales Rep View?**: Select YES, if you want to **restrict** sales reps to ONLY see their customers purchase orders -which are assigned in manage customers (see picture below)- in the PO page, Search po page, Standing order list, Box confirmations, etc.

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2F2KFjks5AgEPU0NcbFDvg%2FScreenshot%202022-12-05%20080043.png?alt=media&#x26;token=cd538563-be49-4398-88ae-098b7eb401c1" alt=""><figcaption></figcaption></figure>

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2F2Bw3Bo3GrXGGPFGA2iM1%2FScreenshot%202022-12-05%20075729.png?alt=media&#x26;token=b57f9903-0f1f-44c5-a66a-52fb982a21f7" alt=""><figcaption><p>Lock Sales Rep View dropdown menu.</p></figcaption></figure>

{% hint style="info" %}
Sales Rep Managers should have the option **Lock Sales Rep View?** set as NO, as we would expect them to be able to see all clients and orders, irrespectively of the sales rep assigned to such an account (client).
{% endhint %}

## Editing a User

To edit a User, click on any Username from the Manage Users Result Page.

![Manage Users Result Page](https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M-BV4YRkYBYw5A4UAJL%2F-M8SU69uksKpQogmjPBI%2F-M8SUmKCmHJ7dX4G_g86%2FScreen%20Shot%202020-05-28%20at%2017.53.15.png?alt=media\&token=305f6b51-177b-421a-b0bb-1d713c474993)

This will also bring up the User Form populated with the data of that Box. You can edit any information and hit save to update the data.

<figure><img src="https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBi3aNCeQ0YEBUj1LmkHR%2Fuploads%2FDPONFFd0FH243NspS5P3%2FScreenshot%202022-12-05%20074907.png?alt=media&#x26;token=72202a4e-1c48-4e71-91a5-99bcab8272df" alt=""><figcaption></figcaption></figure>

### Deleting a User <a href="#deleting-a-cargo-agency" id="deleting-a-cargo-agency"></a>

User information is tied to past exportations, processes, and order information, so UNOSOF does not allow the deletion of a User.

You can change the Status of a User from Active to In-Active which removes it from select options in different parts of the site:

Find the **Active?** field inside the User Form and select **No**. Click Save to inactivate the user.&#x20;

![Manage Users- Inactive Users](https://4099088335-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M-BV4YRkYBYw5A4UAJL%2F-M8SVCHIVInLM443xxxT%2F-M8SVpYEh0LJVKM7zoGO%2Fimage.png?alt=media\&token=0ea3b9d8-e2da-4afa-84db-d5bd8ed24b10)

Inactive Users are marked in red on the User Result Page.

**IMPORTANT**!

{% hint style="danger" %}
Do not, UNDER ANY CIRCUMSTANCES, modify or inactivate the user **GUEST**, since it is a user used for internal system configurations. Its modifications could generate inconveniences and disable different modules across the entire system.
{% endhint %}


---

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