Add a Web or Mobile Device User

Use the Web / Mobile User Maintenance (XUIM) program to add web or mobile device users, create sign-ons, and set up user profiles for web and mobile applications. See Background and Road Map for more information.

The program lists web and mobile users:

Field Name	Displays
Client ID	A unique identifier associated with this customer, sales rep, vendor or mobile user
Client name	The name associated with the ID (e.g., the company name)
Type	C: Customer S: Sales rep V: Vendor P: PowerShift user
Number	The customer, sales rep, or vendor number. The field is blank for PowerShift users.

Choose the appropriate options:

To	Do This
Add a web/mobile user	Click Add. See step 2.
Delete a web/mobile user	Move the cursor to the line and click Delete. See Delete.
Copy a web/mobile user	Move the cursor to the line and click Copy. See Copy.
Review or change information about a web/mobile user	Move the cursor to the line and click Select or double-click the line. See step 4.
Print the list of web/mobile users	Click Print. See Print.
Exit the program	Click Exit.

The program prompts Client ID.
Enter a unique identifier (10 alphanumeric characters maximum) for this customer, sales rep, vendor or mobile user.
Enter or change data in these fields:

Field Name

Type / Max Length

Action / Description

Client name

Required
50 alphanumeric

Enter the name to be associated with this ID (i.e., the company name).

Type

Required
1 alphanumeric

Select	For
C	Customer
S	Sales rep
V	Vendor
P	PowerShift user

Number

Conditional
10 alphanumeric

Enter the number assigned to this customer, sales rep, or vendor.

Leave this field blank if this is a PowerShift mobile user.

User ID (PowerShift user)

Required
5 alphanumeric

Accept WEB if this is e-business user or select the appropriate user ID if this is a PowerShift mobile user.

Default branch

Conditional
4 alphanumeric

Select the login branch for this ID.

Leave this field blank if this is a PowerShift mobile user; branch access is controlled by the PowerShift User ID.

Inventory grp ovrd

Optional
8 alphanumeric

Select an inventory group that this ID can view or leave blank to limit this ID to the inventory group associated with the default branch.

The branch you selected in the Default branch field must be in this inventory group.

Leave this field blank if this is a PowerShift mobile user; branch access is controlled by the PowerShift User ID.

Pricing customer

Conditional
10 alphanumeric

Required for Sales rep (S type) entries. Select the customer number to be used for pricing calculations.

Leave this field blank if this is a PowerShift mobile user.

Allow bill-to ovrd?

Optional

Select to allow the user to override the bill-to customer address during web checkout.

Leave this field blank if this is a PowerShift mobile user.

Choose the appropriate options:

To	Do This
Delete the displayed web/mobile user	Click Delete. See Delete.
Enter notes for this web/mobile user	Click Notes. See Enter or Changes Notes.
Manage properties and roles for this web/mobile user	Click User sign on. See the User Sign Ons heading below.
Return to the list of web/mobile users	Click OK. See step 1.

User Sign Ons

Accessing the PowerShift database either via the web or a mobile device requires a user sign on. PowerShift mobile user IDs have a single sign on while customer, sales rep, and vendor e-business IDs can have multiple user sign ons with access to different functions. The properties and roles you associate with each sign on controls what information can be reviewed and whether or not it can be changed.

When you click User Sign on, existing sign ons are listed:

Field Name	Displays
Client ID	The identifier associated with this customer, sales rep, vendor or mobile user
User sign on	A unique user or login name
Active?	A check mark indicates that the sign on is active and can be used

Choose the appropriate options:

To	Do This
Add a sign on to the web/mobile ID	Click Add. Add is not available for a PowerShift mobile ID if a sign on record exists. Therefore, if you need to make changes, delete the sign on and then click Add. See step 7.
Delete a sign on	Move the cursor to the line and click Delete. See Delete.
Copy a sign on	Move the cursor to the line and click Copy. See Copy.
Review or change information about a sign on	Move the cursor to the line and click Select or double-click the line. See step 7.
Print the list sign ons	Click Print. See Print.
Return to the previous screen	Click OK. See step 4.

Enter or change data in these fields to create a sign on for each individual from this company who will access e-business applications:

Field Name	Type / Max Length	Action / Description
User sign on	Conditional 35 alphanumeric	Enter the sign on that this user will enter. For mobile app users: Enter the User name specified in User Settings on the mobile device.
Client ID	Display	The ID this sign on is associated with
Active?	Optional	Accept if this user sign on is active or clear this field if it is not.
User password	Conditional 30 alphanumeric	Enter the password this user will enter. The password must: Have at least 6 characters. Contain at least a capital letter, a number, or a character used for punctuation. Not contain the same characters as the User sign on. For mobile app users: Enter the Password name specified in User Settings on the mobile device.
Value 1 - 6	Conditional 20 alphanumeric	Enter specific data for the corresponding property. For example, if the property is timezone, you might enter MDT for mountain time. Click Other info to specify additional Values. For mobile app users: Enter the default Mobile app menu (maintained in Mobile App Maintenance) you want displayed in one of the Value fields; select PS report menu as the corresponding Property.
Property 1 - 6	Conditional 20 alphanumeric	Accept or enter elements, which are variable names in the data set. Properties are case sensitive and must be entered exactly as defined. For example, if the property is skin.color, then skincolor, SkinColor, or color will not be recognized. Click Other info to specify additional Properties. Select PS report menu if the value entered above is a mobile app user's default menu.
Allow web update	Optional	Select if this user can maintain this property on the web or leave blank to prohibit changes. For example, you may allow users to change properties that are personal settings, such a skin or skin.color. This field is not applicable to mobile app users.

Choose the appropriate options:

To	Do This
Specify more values and properties	Click Other info.
Delete a sign on	Move the cursor to the line and click Delete. See Delete.
Show changes made to web/mobile users	Click Audit. See Display an Audit Trail. Click OK to return to this program. This button displays only if web/mobile user file audit trails are active.
Select functions this sign on can access	Click Roles. Double click a line to select a role this sign on can access. To clear a selection, double click the line again. This button does not display for mobile app users.
Return to the previous screen	Click OK. See step 6.