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xTuple Connect Product Guide |
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xTuple Connect Product Guide |
| 4.2. User Privileges | ||
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 | 4. Basic xtConnect Package Configuration |  |
The next step is to assign the xTuple Connect privileges to your administrative user. To do so, navigate to the following path: or . On the User List (or Group List) screen, follow these steps:
Highlight your administrative user (or administrators' group)
Select the EDIT button
On the "Privileges" tab, select the System Module
The screen will look as follows:
You may want to create a user just for running the xTuple Connect Batch Manager. If you do so, run the previous steps for your xTuple Connect Batch Manager user as well as administrative user. This xTuple Connect Batch Manager user should be a database super user (Can Create System Users is checked on the Maintain User screen) if you plan to run periodic System Maintenance.
As you can see in the screenshot, the System Module contains the following privileges related to xTuple Connect features:
Users will need this privilege to modify Electronic Data Interchange (EDI) messages before they are sent. Users who have this privilege may edit the message recipients, subject, and body of email messages sent through the xTuple Connect Batch Manager; edit the destination of messages sent via File Transport Protocol (FTP); and change the report that will be run to create PDF files or change the file format for text files that will be attached to the message. Users without this privilege will be able to see these characteristics but not change them before sending a job to the xTuple Connect Batch Manager.
All users will need this privilege to issue a system message. This can also result in an email sent through the xTuple Connect Batch Manager. For more information about system messages, see the "System" chapter of the xTuple ERP Reference Guide.
Users will need this privilege to set up EDI Profiles. EDI Profiles contain standard email or FTP instructions that can be linked to Customers and Vendors.
Users will need this privilege to schedule through the xTuple Connect Batch Manager. See Section 4, “Scheduling System Maintenance” for details.
To assign these privileges to your administrative user(s), follow these steps:
Select the ADD ALL button
This will move all the privileges to the "Granted Privileges" column.
To move one privilege at a time, simply highlight the privilege, then select the ADD button.
Select the SAVE button
Finally, follow this path to complete the process:
You may also exit and re-log in to xTuple ERP instead of running Rescan Privileges
If you have not given the user you are logged in with the MaintainServer privilege, then the Schedule Server Maintenance option under the System Module menu will not be available.
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| 4.1. Enable xTuple Connect |  | 5. Monitoring xTuple Connect |