WebView

This form is enabled if WebView is in use.

Use this form to define customer logins, passwords, and other settings applicable to WebView processing.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Allowed Web Access

Select this option to indicate the customer can access WebView. If this option is not selected, none of the other fields on the form are visible.

User name

This is the WebView customer's login name. You can leave this field empty if you select the Use email address as Web login ID? option.

Use email address as Web login ID?

Select this option to use the user's email address as their WebView login name. The email address comes from the Main tab on the AR Customer Maintenance form.

Password

This is the customer's WebView login password.

Select the menu the customer will see when they log into WebView. If this is left blank, the user sees the Default Menu assigned on the WebView Module Control form.

Account locked

Greentree Desktop updates this indicator, and it is selected to indicate that the customer's account is locked. The authorised super user can remove the flag to enable the locked out customer to log into WebView again.

Allow Export to Excel

The user can export WebView results to Excel.

Yes

The user can export WebView results to Excel if the Allow Export to Excel option is selected on the Page Maintenance form.

The user can't export WebView results to Excel unless the Allow Export to Excel option is selected on the Page Maintenance form.

Never

The user will never be allowed to export WebView results to Excel, even if the Allow Export to Excel option is selected on the Page Maintenance form.

Pdf only

The user can export WebView results to PDF only.

Excel only

The user can export WebView results to Excel only.

Uses WebView Designer

The user can access web pages designed using WebView.

Allowed to change password?

The user can change their own password once logged in using WebView.

Uses Financial Reporting

The user can view reports using the web.

Published Reports

Display latest Published Report only?

The user can see the latest published report.

Allow Published Report expiry change?

The user can change the expiry date when creating published reports.

Live Report Prompt

Select this option to display the prompt that a published report exists when they are running a live report.

Units

Select the default unit to use when this customer saves a published report.

Value

This is the number of the above unit to keep a published report for when the customer saves one.