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Webatar security

To allow Webatar business application to work, the user has to be activated on the main system

This setting is controlled in Huge ERP security in the user setup menu.

System Configuration Module > General > User Setup > Edit User > Module Access tab

 Put the tick on for Mobile access - this will check if you have enough licenses

Mobile role - set the role for the user

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Mobile Menus

Setup what access the user will have to various menu items

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Role Name Enter a role name
Group Menus This is discontinued, user can group or ungroup on the app
Asset Tracker Group
Asset

Allows you to search for Assets and view information on the asset

Asset Actions

Allows you to setup the various actions that can occur against an Asset for Asset item

Asset Scan Print

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

Asset Audit

Create a Standard audit or blind audit

Client Group
Client Info
Client Visit

Client visit allows you to capture the following for a client/ customer you are visiting:

    New Client

    Add a new customer on the mobile app


    Additional security

    Setup additional security per menu item

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    Client Info
    Client Visit
    Quote
    Purchase Order
    Statistics
    Stock Request
    Asset Tracker  
    Asset Actions
    Asset Scan Print
    Asset Audit
    Quick Sales


     Setup the warehouse access and the preferred users

     

    Warehouse access

    Set the warehouse access for the user

    View only selected warehouse tick box if you only want to view selected warehouses.

    Unticked allows user to see all warehouses

     

     

    Preferred users

     Set the default user

    This is used to send notifications to the user that a quote is ordered