General

---

Set up general information about the user on this form.

Function Key Mappings

Use this table to assign Greentree function keys for the user. Type the key to want to use for specific actions — for example, F2.

Real name

Enter the full name of the user you are adding or editing. The Real name is the default for a cover page when reports are output using fax.

Login name

Enter the user's name for logging into Greentree Desktop.

Password

Enter the user's password for logging into Greentree Desktop.

Password Confirm

Type the password again to confirm you entered it correctly.

Date entry format

Select the date format you want this user to use.

Default Company

Select the default company for this user. The default value is the login form when this user logs into Greentree Desktop.

Email address

Enter the email address for this user.

Reply to email address

If the Reply address level in General System Preferences is User, this is the email address used as the reply address for emails that are sent from Greentree when this user is logged in.

Is Active

Select this option if this is an active user.

Is a queue administrator

Select this option if this user has authority to maintain print and task queues.

Enter Key acts as Tab

Select this option to enable the enter key to move the cursor to the next field.

Drill down is read only

Select this option if transactions accessed by this user using the transaction drill down feature are read-only. If the option is not selected, users can edit transactions.

Can access ODBC

Select this option if the user can access ODBC relational views within Greentree Desktop.

Receive Queue Notifications

Select this option to indicate the user will receive an automatic notification from Greentree if a task fails while processing through the task queue.

Is account locked

This option is available to the super user. It indicates whether a user's account is locked. The option is only applicable if you're using Advanced password management.

To re-set the user's account so they can log in again, the super user must deselect this option.

Can remove users

Select this option to enable the Remove User option on the Users Logged In function for the user you select them in the Users currently logged in table. The default is deselected.

Inspector

Select this option to enable the Inspector icon for the user. The default is deselected.

Enable Greentree maintenance expiry warning message

Select this option to display the maintenance expiry date warning message to this user when they log into Greentree Desktop.

Warn 'xxx' days before expiry

Based on the previous warning option, specify the number of days before the expiry of the maintenance contract date you want to display the message.

OK

Click this button to confirm the details you have entered for this user and save them.

Cancel

Click this button to cancel the addition or change to this user.

Sales Orders

This button is enabled if the Sales Order module is in use.

Click the button to enter user preferences specific to the entry of sales orders and packing slips.

Purchase Orders

This button is enabled if the Purchase Order module is in use.

Click the button to enter user preferences specific to the entry of purchase orders and shipments.

Job Costing

This button is enabled if the Job Cost module is in use.

Click the button to enter user preferences specific to the entry of job cost transactions and jobs.

Manufacturing

This button is enabled if the Manufacturing module is in use.

Click the button to enter user preferences specific to the entry of manufacturing transactions.

CRM

This button is enabled if you're using the Customer Relationship Management module.

Workflow

This button is enabled if you're using the Workflow module.

SCM

This button is enabled if you're using the Supply Chain Management module.

HR

This button is enabled if you're using the Human Resources module.

Point of Sale

This button is enabled if you're using the Point of Sale module. Click the button to enter user preferences specific to the entry of POS transactions.

WebView

This button is enabled if you're using the WebView module.

• Form Icons and Function Keys
• Workflow User Preferences
• SCM Preferences
• HR Preferences
• POS Preferences
• WebView Preferences

---