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Users and Logins

Use the Users table to add, edit, or inactivate user logins. Permissions to each database table can be set differently for each user login. Interact includes several default user types. Choose one of these user types to set initial permissions. Modify permissions to customize user setting.

Add a New User

To add a new User, select Maintain | Users. Click the Image RemovedNewImage Added Add New button. A blank form appears.

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A valid entry requires a Login Id and Name. When a Password for a user login is not set, the user will use only their Login Id to log into Interact.

• Login Id can be up to eight (820) characters in length and is an alpha numeric field. This field is not case sensativesensitive
• Name can be up to forty (4060) characters in length

Type

• Interact User - This login type can be used to set various database table permissions. 
• Sales Person Only - This login type has zero (0) permissions to the database. This user login is used to assign Quotes and Jobs to a sale representative. This user login can be used for reporting purposes.

Password

Passwords are optional , but recommended to ensure a secure environment. Without password protection, anyone can sign in as the administrator and make unauthorized changes to the database. Passwords can be a maximum of eight (8) characters loglong. Letters, numbers, and special characters can be used, but no spaces. The password is case sensitive.

Display Settings

Display weights in tons/metric tons instead of pounds/kilograms

Allows a user to view all weight information in a specific UOM which may be different from the default UOM.

Display data for all location when on a DataSync site

Allows a user to view all data from all sites from a DataSync client site.

Permissions

Reset To

Use the The Reset To drop-down provides templates for preset permissions based of different types of users. Use the list to automatically set database table permissions based on different user login levelstypes of users. Review settings for each database table and modify settings as needed for each user.

Administrator

The Administrator level is the only level allowed to add or delete users and reset passwords. Interact installs an "admin" login with permissions to all database tables. The administrator level is not password protected. Since the administrator level has access to everything, it should be password protected after installation.

Supervisor

The Supervisor level allows access to all database tables except the User table. This level is not allowed to add, delete, or reset user passwords. This level is allowed to view user logins.

Operator

The Operator level is allowed access to view most of the tables and denied access to any table related to the Interact Professional version. They are allowed access to the Weigh form to process transactions.

Guest

The Guest level is allowed to view most database table and run report. They are denied access to the Weigh form.

Custom Settings

Permissions for each table can be set individually using the custom setting options.

• None - Do not allow access to the table. The user will receive an Insufficient Permissions to View message.
• View - User is allowed to view data in the table but is not allowed to add, edit, or delete records from the table.
• Save - User is allowed to add and edit records from the table.
• Delete - User is allowed to add, edit, or delete records from the table.

Pricing/Balances

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The Pricing/Balances option controls the visibility of Account Pricing and Pricing Information throughout Interact including the Weigh form. When the option is set to None, the logged in user will be blocked from viewing any rates or prices in the Weigh form. The only exception is when processing a transaction for an account with accounting terms set to 'Cash Only'. The Process Ticket Payment window will appear as usual for 'cash only' transactions. The total amount due and all payment type options will be available.

Click the Image Added Save Changes button to continue. To undo any changes, click the Image RemovedImage Added Undo Changes button.

Custom Fields

Custom fields can be used to store additional information about the user login. This information can be printed on tickets or used when exporting data for other software applications.

Edit an Existing User

To edit setting for a User, select the User from the list or use the search field. Make desired changes. Click the Image RemovedSave button to the Image Added Save Changes to continue.

Delete an Existing User

To delete a User,Delete select the User from the list or use the search field and click the Image Removed the Image Added Delete Record button. A window similar to the following will appear.

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Click Yes to delete the User. Click No to cancel the deletion and return to the user table.