Users

The Users option in the Account menu allows users with an Administrator role to control who has access to EasyVend. You can assign a role to each user and control which restrictions apply to each user.

• Create New: allows you to add a new user to access EasyVend
• Search: search your users by name or email address
• Show Disabled: any users that have been disabled previously are hidden by default. By ticking this option you will see the disabled users in the list

Creating a new user

• Login ID: enter the email address you want to assign to the user
• Password: enter the password to assign to the user
• Re-Enter Password: enter the same password as previously entered for confirmation
• Name: enter the name of the user. e.g.. John Smith
• Phone: if available, enter the phone number of the user; this is not a mandatory field
• Two-Factor Authentication: (Read-Only) displays whether the user has Two-Factor Authentication (2FA) enabled or not
• Select a Role:
  • Administrator will have access to everything, and restrictions will NOT be applied if selected.
  • Power User will have access to everything except for Users and Subscription in the Account menu. Any restrictions ticked in the Restrictions section will apply.
  • Sales will only have access to Customers, Invoices, Receipts, Statements, and Orders. Restrictions will be applied if selected.
    • Invoices can be viewed and cancelled, but generating and batch printing of invoices via the Invoices option in the Customers menu is NOT enabled
    • Dockets can be viewed and orders can be updated, but batch printing of dockets via the Print & View Dockets option in the Orders menu is NOT enabled
  • Invoice will only have access to the Invoices page. They are unable to create receipts or write off invoices.
  • Run Report will only have access to the Run Reports page.
• Restrictions: tick any options that you want to apply to this user
  • Not allow to cancel docket:
    • The Cancel Docket button in order details will be disabled
  • Not allow to modify customer order unit price:
    • The Unit Price column in the Order Details screen will be hidden
  • Not allow to modify standard order products or adjustment: 
    • In the Standard Order tab in the customer details screen:
      • Products will not be able be changed, added or deleted
      • The Adjustment amount/percentage will be not be able to changed
      • The user will still be able to change Delivery Frequency, Usual Delivery Days, Default Purchase Order Reference, and the standard order quantities for existing products
    • In the Orders menu, Batch Update -> Substitute Standard Orders will be hidden 
  • Not allow to access receipt and write off invoice:
    • Customers menu: The Receipts option will be hidden
    • Invoice Details screen: The Add Receipt and Write Off Invoice buttons will be hidden
    • Customer Details screen:
      • The Receipts tab will be hidden
      • Invoices tab: The Paid button used to create a receipt for selected invoices will be hidden
  • Not Allow To View Actual Sales Graph:
    • The Actual Sales graph on the dashboard will be hidden
  • Not allow to access sales reports:
    • Reports menu: If the user has access to the Reports menu, the Sales Reports option will be hidden
  • Not allow to access receipts reports:
    • Reports menu: If the user has access to the Reports menu, the Receipts Reports option will be hidden
  • Not allow to generate invoice:
    • Customer Details screen: Generate Invoice button is hidden
    • Order Details screen: Create Invoice button is hidden
    • Invoice List screen: Generate Invoices button is hidden
    • Note: Manual Invoices can still be created from the Customer's Invoice tab. This only prevents generating invoices from orders
• Click Create User
  
  
• Click Resend Invitation if you wish to send the new user an email invitation to enter a password and log into EasyVend

Disabling Two-Factor Authentication for a user

If you are the Master user on the Account, next to the Two-Factor Authentication checkbox you will have the option to disable it for any Non-Master users that have it enabled.
This allows your users to regain access to their account if they lose the Authenticator App on their phone.

To do so:

• Click the Disable 2 FA link
• Click Confirm

Disabling a user

• Select the user for whom you want to disable access to EasyVend
• Click Disable and return to the main list of users

Enabling a user

• Tick Show Disabled and press Search
• Select the user you want to enable access to EasyVend for
• Click Enable and return to the main list of users

Resending Invitation or Resetting User Password

• Select the user the email is to be sent to
• Resend Invitation: If you have added a user, a user has forgotten their login details, or they have just been re-enabled, click this option to send an email invitation for them to enter a password and log into EasyVend.
• Reset Password: Click this to send an email to the user's email address inviting them to click on the link to reset their password.