Users

SETUP -> Users

This page allows users and security roles to be maintained.

• Login - must be unique.
• First name
• Surname
• Password - this field is only visible when you create the user. Enter a temporary password, ask the user to change their password on first logon.
• Confirm password - this field is only visible when you create the user. Retype the password entered above.
• Email - used when the user has forgotten their password.
• Phone Number - used when the user has forgotten their password.
• Designation - title in the company. Used for loadout documentation, ie DOC.
• Roles - select role(s) for this user (these need to be setup in the Roles tab first).
• Allow external login? - ticked by default. If unticked, will deny login from outside the local network, ie the internet from home.
• Active? - untick if the user should not be using snapPacking anymore. This will stop them from logging in.

Signature: This field is only visible when you edit a user (must save first).

• Select file - select an image file (or drag and drop a file) of the user's signature. The recommended image size is 200x80 pixels. This will show on certain reports where a signature is required, eg QC reports.

Restrictions: For certain pages, you can restrict what the user sees.

• Orchards - this is for the grower portal, select orchard(s) you want this user to see. See Grower portal below for more information.
• Packing line if you want to restrict users to certain packing lines, enter these here, leave blank to see all packing lines.
• Traders - this is used when you want to give traders access to your system, select trader(s) you want this user to see (leaving blank allows them to view all traders). See Trader portal below for more information.

Note

For shared pcs, we suggest users do not get the computer to remember their password.

Roles

These are the roles in the Users tab. They determine screen permissions/rights.

• Description - role name.
• User rights - tick for each right you want this role to have access to.

It is advisable to setup a test user to test permissions for each role so you can ensure you have set all permissions.

Tip

Tick/untick the Right box in the header to tick/untick all rights that are showing (use the filter to restrict what is showing in the list).

Note

If you select an existing role, only rights that role has access to will display. If you want to add more rights, tick the Show all? box.

Rights

Displays all system rights/permissions with the roles and users that have these rights. Administrators have all rights.

• Menu item rights - most screens have a view and edit right (named the same as their menu name).
• Reports and extracts - have their own rights (begin with "Report - " or "Extract - ").
  • Reports & Extracts - this permission is required to see the screen in snapPacking, a permission still needs to be given for each report/extract.
• Records - record types (from the Administration menu) have their own view and edit rights (begin with "Records: ").
  • Records - if the user is being given access to any of the Record screens, they will need this permission to see the ADMINISTRATION -> Records screen.
  • Record subscription - allows the user to subscribe to ADMINISTRATION -> Records.
  • Records - Topics (edit) - allows the user to create/edit ADMINISTRATION -> Records topics.
• Scanners - permissions begin with "Scanner - ", usually based on a function of the scanner.
• Tools - the "Tools" permission gives access to this screen but the functionality in the TOOLS screen will be based on what further permissions the user has (these begin with "Tools - ").
• Grower portal - see below
• For more complex screens, there may be additional rights, eg
  • Administration - Invoices (lock) - gives the user ability to lock and unlock invoices in ADMINISTRATION -> Invoices.
  • Carton - Delete (bin parts) - allows a part bin to be deleted when filling bins.
  • Declarations - allows the user to see declarations in various screens, ie Bin submissions, Runs, QC lots, Orchard blocks, etc. To give users editing permissions, add these in QUALITY -> QC Lots -> Setup menu -> Declaration permissions, you will need the "Declaration Permissions" permission to see this screen (as per below).
  • Declaration History - allows user to see the declaration history screen (QUALITY -> QC Lots -> Setup menu -> Declaration history)).
  • Declaration Permissions - allows user to see who has permissions to change declarations, and at what level (QUALITY -> QC Lots -> Setup menu -> Declaration permissions).
  • Declaration Permissions (edit) - edit rights to the screen above.
  • Print labels from Run screen - allows user to print labels from PACKING -> Runs.
  • Quality - QC Lots (delete cartons) - gives the user the ability to delete cartons that have not been palletised in QUALITY -> QC Lots.
  • Quality - QC Lots (merge) - gives the user the ability to merge a QC lot with another lot in QUALITY -> QC Lots.
  • Quality - QC Lots (sign) - gives the user the ability to sign a QC lot in QUALITY -> QC Lots.
  • Quality - Storage lot (sign) - gives the user the ability to sign a Storage lot in QUALITY -> Storage Lots.
  • Recreate pallet - gives the user the ability to re-create a pallet from the Store item screen or on the scanner.
  • Residue test (dismiss) - on STORAGE -> Bin submissions, an alert will appear if the orchard requires a Residue test. This permission allows the user to dismiss this error.
  • Run charges - displays a Charges tab on the PACKING -> Runs screen.
  • Runs - advanced carton labelling - advanced permission allowing the user to alter the QCLot of the carton. Applicable for USA packhouse sampling. This permission should only be given to someone that understands the implications of this and willing to take the responsibility.
  • Search - gives the user the SEARCH box.
  • Setup - Packaging - edit costs - allows the user to alter the Base unit cost field in SETUP -> Packaging.
  • Setup - Tags - these aren't in the Setup menu, but are in the screens they are applicable to, eg Vendors, Bin submissions, etc. See Tags
  • Store item - Change expiry date - allows the user to change the expiry date from the Store item screen.
  • Store item - Move process bin to another run - allows the user to transfer a process bin to a different run from the Store item screen.
  • Store item - Set pallet temporary - allows the user to make a pallet "temporary" from the Store item screen.
  • Store item - Write items off - allows the user to write off pallets/bins from the Store item screen.
  • Tipping - Tip bin - allows the user to tip bins.
  • Tipping - Tip whole submissions - allows the user to tip bins in bulk (by submission).
  • Tipping - Untip bins - allows the user to un-tip bins.
  • Truck driver view - if using STORAGE -> Daily load plan functionality, give this permission to the truck drivers.

Role permissions can be changed here by clicking on the Roles cell. The ticks show which roles have this permission/right.

Additional permissions

Declaration permissions can be setup in QUALITY -> QC Lots -> Setup menu -> Declaration permissions.

Grower portal

The URL for growers will be your URL with /grower appended, eg https://packing.snapapps.nz/grower. It is advisable to setup a Role for "Grower" and give them this role. You can include the following rights for the grower portal.

• Grower portal - Dashboard - gives them a screen showing a bar graph of bins (unpacked/packed) by variety.
• Grower portal - Submissions - gives them a screen showing bin submissions.
• Grower portal - Submission plans - gives them a screen where they can enter their planned submissions. There is a Bin submissions (planned) extract the packhouse can run to view this information.
• Grower portal - Maturity Samples - gives them a screen showing maturity samples and reports.
• Grower portal - Submission Samples - gives them as screen showing submission samples.
• Grower portal - Runs - gives them a screen to see their runs and run reports.
• Grower portal - Reports/extracts - gives them a screen to view reports/extracts, individual report permissions still need to be given (NB reports need to be designed for the grower portal so don't add any more than the list below):
  • Grower portal - Packed stock extract
  • Grower portal - Orchard bins extract
  • Grower portal - Packout analysis extract
  • Grower portal - Packout summary extract
  • Grower portal - Maturity samples extract
  • Grower portal - Submission samples extract
• Grower portal - Records - gives them a screen to view record topics. You can then add record topic permissions.

The orchards they can see is driven by the Orchards field on their user account.

Trader portal

The URL is the same URL you use. It is advisable to setup a Role for "Trader" so you can restrict what screens they use. The traders they can see is driven by the Traders field on their user account but only some screens have these trader restrictions.

The following screens have trader limitations so can be safely added to their role, if you want to add any other screens, please test them or contact snapSoftware to check.

• Storage - Loadout orders - you can give them edit rights if you wish them to edit orders.
• Storage - Loadouts - if you want them to see/edit actual loadouts.
• Storage - Loadout planner
• Reports & Extracts
  • Extract - packed stock for trader

Certain extracts can be automatically emailed to traders, see SETUP -> Tasks

Changing passwords

There are 3 options for changing passwords

• Users can change their own password - when logged on, press the key icon in the top left hand corner of the screen.
• User has forgotten their password - from the login screen, press the "Forgot your password?" link. This will ask the user for a login, email address or mobile number. Based on this criteria, the system will try and find the user that matches this information. If only 1 user is found, an email (if the user has an email address setup) or SMS message (if the user has a mobile number setup) will be sent to the user with a link to reset their password. If multiple or no users match the criteria, an email alert will be sent to the email address setup in the "PasswordResetEmail" setting in SETUP -> System.
• Admin person changes the password for a user - this can be done on the Users screen by pressing the key icon for the user.