/settings/misc/users/ Recent content in Users on Fusionware Support Hugo -- gohugo.io en /settings/misc/users/user_settings/ Mon, 01 Jan 0001 00:00:00 +0000 /settings/misc/users/user_settings/ The Users > Settings tab (Settings > Misc. > Users) is the first tab on a user’s edit screen — sometimes referred to as the “User Settings” tab — and covers the account’s core profile, login, and role-based display fields. A handful of fields and flags below are only visible to editors with admin-level accounts (Company Admin or higher); a Company User editing another account may see a shorter list than what’s documented here. /settings/misc/users/privileges/ Mon, 01 Jan 0001 00:00:00 +0000 /settings/misc/users/privileges/ Settings » Misc. » Users » Privileges The Privileges tab controls exactly which pages, boards, buttons, and columns a given user can see in Fusionware. Each row below is one checkbox on that screen, listed alphabetically by section the way they appear on the page, with a plain-language explanation of what turning it on actually does. Bold rows are section headers — some are a single standalone checkbox (e.g. Controller Board), others are a parent checkbox with numbered sub-privileges nested underneath it (e. /settings/misc/users/sub_privileges/ Mon, 01 Jan 0001 00:00:00 +0000 /settings/misc/users/sub_privileges/ Users > Sub-Privileges tab (Settings > Misc. > Users) is primarily used to give a Vendor or Customer read-only user account access to their own orders — scoped down to just their own company or location, rather than everything on the board. To grant access: Select a Type (Vendor, Customer, etc.) Select the specific company or location from the Permission list Click the green + button to add it When added, it shows below the form, and can be removed individually at any time. /settings/misc/users/column_display/ Mon, 01 Jan 0001 00:00:00 +0000 /settings/misc/users/column_display/ Settings » Misc. » Users » Column Display The Column Display tab controls which columns show up in the grid for a given board when this user views it. Unlike the Privileges tab, these checkboxes don’t unlock a page — they just show or hide one column on a board that the user can already access. Columns are grouped by board and listed in the same order they appear on the page. /settings/misc/users/notifications/ Mon, 01 Jan 0001 00:00:00 +0000 /settings/misc/users/notifications/ Settings » Misc. » Users » Notifications For order notifications to work the user needs to be the Booked By OR Sales Person on the order to receive the notifications. The notifications can be sent by email or mobile. The user must have an email and/or mobile number entered on their profile to receive email or mobile notifications. /settings/misc/users/source_locations/ Mon, 01 Jan 0001 00:00:00 +0000 /settings/misc/users/source_locations/ Settings » Misc. » Users » Source Locations To see and access inventory, along with accessing other features around inventory, users must have the Source Location (Shed) added that is tied to that inventory. Example 1: A user is trying to load a truck but has errors when they try to add the inventory. In user settings under the Source Locations tab add the location of where the inventory was created at. /settings/misc/users/signature/ Mon, 01 Jan 0001 00:00:00 +0000 /settings/misc/users/signature/ Settings » Misc. » Users » Signature A signature is required for users that are sending documents to be signed by a driver. Method 1: A signature can be added in the Signature tab under the user settings. The user will need a mobile number added to their user settings to receive a link to set their signature. Method 2: In the Fusionware mobile app a user can go to their profile name and select it in the menu to create a signature in the mobile app.