General Tab

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Set up general information about the user on this tab.

Function Key Mappings

Use this table to assign Greentree Desktop function keys for the user. Type the key 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 that 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 on the General System Preferences form is User, this is the email address used as the reply address for emails that are sent from Greentree Desktop when this user is logged in.

Qlik User Name

If your company is using Qlik Sense for reporting within Greentree Desktop, this is the name of your workstation and your user name — for example, COMPUTER123.mycorp.corp.net\jsmythe. This option uses your permissions to control what you can see in Qlik Sense reports, and what you can edit.

Is Active

Select this option if this is an active user.

Is account locked

This option is available to the super user. It indicates whether or not a user's account is locked. The option is enabled 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.

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.

Allow system console

Select this option to enable to user to access the Console function.

Enter Key acts as Tab

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

Receive queue notifications

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

Qlik Uses Password

Select this option if the user needs to enter a password to log into Qlik Sense.

Can access ODBC

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

Can remove users

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

Is a queue administrator

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

Inspector

Select this option to enable the Inspector icon for the user.

Default colours

Click these options to change the default colours for displaying read-only and error information in Greentree Desktop.

Enable warning

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

If you selected Enable warning, enter the number of days before the expiry of the maintenance contract date to display the message.

Note: If Advanced password management is in use, a message displays at the base of the form if the user's password must be reset because it expired. The super user can change the password to enable the user for login.

Buttons on This Tab

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 you're using the Sales Order module.

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

Purchase Orders

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

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

Job Costing

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

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

Manufacturing

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

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 for entering POS transactions.

WebView

This button is enabled if you're using WebView.

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

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