# Webatar security

<span class="ts0">To allow Webatar business application to work, the user has to be activated on the main system</span>

<span class="ts0">This setting is controlled in Huge ERP security in the user setup menu.</span>

<span style="color: rgb(45, 194, 107);">**<span class="ts0">System Configuration Module &gt; General &gt; User Setup &gt; Edit User &gt; Module Access tab</span>**</span>

<span class="ts0">Put the tick on for Mobile access - this will check if you have enough licenses</span>

<span class="ts0">Mobile role - set the role for the user</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/scaled-1680-/7Y1image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/7Y1image.png)

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#### Mobile Menus

Setup what access the user will have to various menu items

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/scaled-1680-/9N3image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/9N3image.png)

<table border="1" id="bkmrk-role-name-enter-a-ro" style="border-collapse: collapse; width: 100%; height: 327.766px;"><colgroup><col style="width: 25.0001%;"></col><col style="width: 75.1235%;"></col></colgroup><tbody><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Role Name**</td><td style="height: 29.7969px;">Enter a role name</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Group Menus**</td><td style="height: 29.7969px;">This is discontinued, user can group or ungroup on the app</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;"><span style="color: rgb(53, 152, 219);">**Asset Tracker Group**</span></td><td style="height: 29.7969px;">  
</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Asset**</td><td style="height: 29.7969px;">Allows you to search for Assets and view information on the asset

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Asset Actions**</td><td style="height: 29.7969px;"><span class="ts0">Create an action on multiple assets</span>

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Asset Scan Print**</td><td style="height: 29.7969px;">Create an action on an asset by scanning the barcode.

The system will automatically print the label of information of that asset

Used in a manufacturing process

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Asset Audit**</td><td style="height: 29.7969px;">Action a standard audit or blind audit on location

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**<span style="color: rgb(53, 152, 219);">Client Group</span>**</td><td style="height: 29.7969px;">  
</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Client Info**</td><td style="height: 29.7969px;">  
</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**Client Visit**</td><td style="height: 29.7969px;"><span class="ts0">Client visit allows you to capture the following for a client/ customer you are visiting:</span>


</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**New Client**</td><td style="height: 29.7969px;"><span class="ts0">Add a new customer on the mobile app</span>

</td></tr></tbody></table>

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#### Additional security

Setup additional security per menu item

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/scaled-1680-/XMdimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-12/XMdimage.png)

<table border="1" id="bkmrk-client-info-client-v" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 29.8149%;"></col><col style="width: 70.3087%;"></col></colgroup><tbody><tr><td>**Client Info**</td><td>This will allow you to search for client information</td></tr><tr><td>**Client Visit**</td><td><span class="ts0">Client visit allows you to capture the following for a client/ customer you are visiting:</span></td></tr><tr><td>**Quote**</td><td><span class="ts0">Create new quotes for customer using the Webatar App</span>

</td></tr><tr><td>**Purchase Order**</td><td><span class="ts0">Create a new Purchase order for a customer or job using the Webatar App</span></td></tr><tr><td>**Statistics**</td><td><span class="ts0">This will allow you to search for information on sales</span>

</td></tr><tr><td>**Stock Request**</td><td>This will allow you to do a stock request from your warehouse.</td></tr><tr><td>**Asset Tracker**</td><td><div>Asset Track streamlines manufacturing by allowing users to search, action, audit, and scan assets, with automatic label printing to keep asset information accurate and up to date.</div></td></tr><tr><td>**Asset Actions**</td><td>Create an action on multiple assets</td></tr><tr><td>**Asset Scan Print**</td><td>Create an action on an asset by scanning the barcode.

The system will automatically print the label of information of that asset

Used in a manufacturing process

</td></tr><tr><td>**Asset Audit**</td><td>Action a standard audit or blind audit on location</td></tr><tr><td>**Quick Sales**</td><td>Webatar Quick Sales app is used as a basic POS system.

</td></tr></tbody></table>

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<span class="ts0"> </span><span class="ts0">Setup the warehouse access and the preferred users</span>

<span class="ts0"> </span>![](https://hugeerp.co.nz/csp/webhelp/topics/images/image(713).png)

### <span class="ts15">Warehouse access</span>

<span class="ts0">Set the warehouse access for the user</span>

<span class="ts0">View only selected warehouse tick box if you only want to view selected warehouses.</span>

<span class="ts0">Unticked allows user to see all warehouses</span>

<span class="ts0"> </span>![](https://hugeerp.co.nz/csp/webhelp/topics/images/image(714).png)

<span class="ts0"> </span>

### <span class="ts15">Preferred users</span>

<span class="ts0"> </span><span class="ts0">Set the default user</span>

<span class="ts0">This is used to send notifications to the user that a quote is ordered</span>

<span class="ts0"> </span>

![](https://hugeerp.co.nz/csp/webhelp/topics/images/image(715).png)

<span class="ts0"></span>