User Identities

Created by Erik Åkerlund, Modified on Mon, 20 Feb 2023 at 02:29 PM by Erik Åkerlund

In this view you create and define the users that should have access to CRM Finance Web and CRM Finance Subsidiary.

Here's how it works:

Create a user

To create a user you need to have the role "Create-user" assigned to you.

To give the role "Create-user" go to tab 'Role - user' (see further instructions below). Different roles can be assigned to different users or profiles such as BO (Back office) FO (Front Office).

Copying an existing User

Set the cursor on the user id that you want to copy from.
Click on the 'Copy Current Item' button in the toolbar. Enter ID and Password for the new user. In the Include section you decide what to copy to the new user.

Create a profile

The administration of users and privileges simplifies when using profiles in the set up. Changes to a profile will affect all users assigned to the profile.

Create a user and name it i.e. Back Office profile in the 'User name' field, then choose 'User type' Profile.
Set up the menu privileges for the profile.

When adding the Profile to a user, choose the profile in the 'Profile' column, in this case BO.

Tabs in User Identities

Click on each heading to reveal more detail on each tab in User Identities.

User detail

Overview of all user identities. Here you can reset passwords, set user types or profiles and see current user status. A description of available user types can be found below.

Read only: Can view transactions and registers and run reports.
Update allowed: Allowed to update transactions and registers (excluding restricted codes), not allowed to delete accounting rows with Journal Entry number.
Manager: Allowed to update transactions and registers (including restricted codes), allowed to delete accounting rows with Journal Entry number. The system administrator or super user shall have User type Manager.
Profile: User privileges can be administrated with the use of Profiles which can be connected to a specific user (in the Profile column). Profiles can be created for different purposes, for example Back office user and Middle office user. Defined profiles are then assigned to the specific users, where changes to a profile will affect privileges of all users assigned to the profile. (see below for details)
Subsidiary - read only: Can view transactions and registers and run reports in CRM Subsidiary version
Subsidiary - update allowed: Allowed to update transactions and registers (excluding restricted codes) in CRM Subsidiary version
Interface: Used to separate interface users from regular users.

Login attempts

In this tab all users login attempts are shown.

User changes

In this tab user changes are presented.

Role - user

There are different roles that can be assigned to users. Click on the role you would like to distribute to a user and then click on 'Add user button'. Select the user and click OK.

All users / roles

Here all roles per users are specified. It is also possible here to add users to a certain role. Click on Add user button and choose user, click OK and choose role and OK again.