Best Practice for User Set-up

Best practice to setup a new user:

1. Discussion of user types (Credit manager / Credit / inquiry) and admin permissions.

Credit:

1. Have access to all the menu and activities throughout the system. (These can be restricted based on the Role Setting.)

2. Can be assigned to specific customer and /or associated with the other credit users.

3. Dashboard summaries of customers managed only.

Inquiry:

1. Have limited access to menus and activities

2.Have no access to the Calendar, Issues and Mail menu options

3. Can have other inquiry user assigned in order to allow group or manager type groupings

4. Must be assigned to an Inquiry Group that is associated with customers and their data that you want this user to see.

5. Can make credit card payments for customers (inquiries by Account Statement)

Credit Manager:

1. Same as Credit with the additional Dashboard Summaries of all users they manager

Admin Permissions:

1. Users with admin permissions can configure and manager features in AdminMaster Files and AdminSetting and Utilities

2. Credit users and Credit Managers can be Admin Users

Setup of User (review both inquiry and credit and differences)
Credit User Setup

1. Best Practice for Login ID is to use the company name with a number after it in Sequential order

2. Best Practice for Customer Assignment to a Credit User is to use the auto assign feature 

Inquiry User Setup

1. Best Practice for Login ID is to use the company name with a number after it in Sequential order

2. Best Practice is to create one inquiry group and make it the default in Site Options

Review My Profile for user
Users and set their profile by clicking on the profile button in the upper right-hand corner and then clicking on My Profile

1. Here you can Maintain the following:

2. Email Address

3. Email Signature

4. Time Zone

5. Password

6. Reset Security Question

7. Update Contact Info

Customer assignment options

1. Manual assignment (admin master file customer)

2. Setup Advanced Alert based upon the Assigned User Contains Unassigned

3. This assignment should be performed the same day that the user receives the Advanced Alert Email

4. Make the default user in AdminSetting & Utilities Site Options the Unassigned User

Brief review of inquiry groups for inquiry users

1. Inquiry Groups can be added when setting up an Inquiry User in Admin Master File User

2. Inquiry Groups can be maintained through AdminMaster FileCustomer by selecting and updating the customer(s) to the inquiry Group

Auto assignment

1. Auto Assigning customers to a user is best practice within SARA 

2. Auto Assignment can be set and Maintained for users in AdminMaster Files User

• Select All Customers when enabling the feature to follow Best Practice

1. Customers cannot overlap between auto assignment to users

2. The best practice for auto assigning options are:

1. Alphabetically (Using first letter of the Customer’s name)

2. Sequentially off the Customer ID

3. Sales Territory/Salesperson Name

Combination and why

1. A combination of manual and auto might be used if your setup currently has manual assignments, but an auto assignment configuration was developed, and you only want it applied to new customers.

Setup users as teams

1. Within User Setup in AdminMaster FilesUser is a feature called Assign Users to this user

Credit User:

1. The user must be saved before this feature is available

2. Create a team to allow for Users to see each other’s customers

3. Temporarily assign a User to another User to cover vacation/sick time

4. Allow all feature- This would give the user access to all customers within the system

5. When assigning user to other users, it will allow them to manage each other’s home screen tiles

Credit Manager:

1. Setup a Credit Manager for each team to allow for a Dashboard Summary for the team

2. Create a Credit Manager for all user to be assigned to, this will allow for a site roll-up for the entire company in the Dashboard