Staff Settings

You set up customised menus, as well as records for staff members (users ), computers and security profiles in the Staff section of the Configuration Assistant and the Exo Business Configurator.

Menus

The Menu Designer lets you set up customised user menus for all Exo Business modules. These menus, once defined, are then assigned to one or more staff members. By setting up different menu structure for different users, you can restrict certain functions to those users with the authority to access them, and customize the appearance of the Exo Business interface to suit the needs of the organization.

Dropdown Menus

Dropdown menus are the menus at the top of applications. Use the Menus > Dropdown Menu section to configure the dropdown menus for all Exo Business applications.

Business Flow Menus

Business flow menus are the graphical menus that appear when you open Exo Business windows. You can create a business flow menu for all applications, although only some applications are set up with a business flow menu by default. Use the Menus > Dropdown Menu section to configure the business flow menus for all Exo Business applications.

Menu Definitions

A menu definition is a set consisting of a Dropdown Menu and a Business Flow Menu. Menu definitions are associated with users at Staff > Users (in Configuration Assistant) or Staff > Profile Assignment > Staff (in Exo Business Configurator), and determine which menus are used for that user.

Tip: The definition assigned to the current user is highlighted in green.

Staff

Use the Staff section to set up new staff members. This includes personal details (such as Job Title and Phone details) and authority values (creditor invoice limits, purchase order limits). Users are configured at:

The Staff > Profile Assignment > Staff section of Exo Business Configurator
The Staff > Users section of the Configuration Assistant

The Users section also manages login access to Exo Business. The staff member is assigned a Login ID, and a password managed when you click the Change Password button. The Account Status setting shows and/or sets the status of the user’s account and password (Account OK, Locked, or Expired).

You can also assign a User Profile (to define user-specific settings), a Security Profile (to determine how the user’s password is managed), and a Menu Definition (to associate a menu structure with the user) in the Users section.

Computers

Computer profiles store settings related to the computer hardware, or the computer’s location in a workplace. These settings include form and report printer settings, hardware related settings (such as EFTPOS terminal hardware), and mapped file directories. Computers are configured at:

The Staff > Profile Assignment > Computer section of Exo Business Configurator
The Staff > Computers section of the Configuration Assistant

The Computers section manages the association of computer profiles to physical workstations.

Note: User interface preferences such as customised ExoGrids and screen selection check boxes are stored in the user’s Window’s registry to ensure they are unique per user.

To assign a computer profile to a computer:

Click the toolbar button (note that changing this setting mid-operation require you to delete and remap computer profiles). Select these options:
- GUID – a unique identifier is stored within the computer’s registry. This works if the Windows Login user is consistent. This may not be appropriate as network operating systems tighten security and workstations have multiple users. This option does not work in a Terminal Services environment.
- ComputerName, ClientName – ComputerName uniquely identifies the workstation in Windows, but in some Terminal Services environments the ComputerName is the main server and ClientName is the unique user name.
- ComputerName + ClientName – a compound setting that is unique in most mixed operating system environments, and is the normal suggested setting.
Double-click on a computer name to assign a profile.
Select the Computer Profile from the drop-down menu.

The computer running Exo Business must be associated with a computer profile. However, you cannot assign a profile to a computer that computer runs an Exo Business application. This registers the computer with Exo Business, giving the configuration applications a reference with which to associate a profile.

Enable the Company-level profile setting Use Default Profiles to assign new computers the default computer profile. If this setting is disabled, the user is prompted to select a computer profile the first time an Exo Business application is run on the computer.

If a user regularly moves their computer between offices (or home and office), then the computing environment could change. For instance, different printers could be available or the preferred location to obtain reports from could change.

Security Profiles

The Security Profiles section controls profile settings relating to login/password security.