WealthWell Solution CompanyReport System Wiki Live demo

Administration

Users, roles and permissions

Who can sign in, their passwords, what each person may do, and a record of every sign-in.

Users & access: the AutoCount user list with password status, roles and account books.
Users & access: the AutoCount user list with password status, roles and account books.

The Users page is for administrators. It lists the users from AutoCount; a green dot shows who is online now.

Report passwords

Report passwords belong to this system, not AutoCount (AutoCount's own passwords are never read). For each person you can Set a password, Reset it, or Clear it so they choose a new one with the default password at their next sign-in.

Who can sign in

Choose All active AutoCount users or Only users I allow; with the second, use Allow / Block on each person. Administrators can always sign in, so you cannot lock yourself out.

Roles

A role is a named set of permissions, for example Purchasing or Store Manager. Give each person a role in the Role column. The Default role applies to everyone without one. For a one-off, choose Custom… and tick that person's permissions directly.

The Roles tab: what each role allows, its account books and how many people have it.
The Roles tab: what each role allows, its account books and how many people have it.
Editing a role: tick the reports and what may be done in each, and the account books.
Editing a role: tick the reports and what may be done in each, and the account books.
Report or areaPermissions you can give
Item Enquiry ListingOpen, Print, Export to Excel
Stock Update Selling PriceOpen, Enter / save new prices, Print, Export
Purchase RequestOpen (view saved), Create / save, Delete, Print, Copy / download for AutoCount
Item Listing by SupplierOpen, Print, Export
SettingsOpen Settings, Account books, Company logo, Arrange the menu, Performance & sharing

Users, roles and sign-in history are always for administrators only.

Account books per person

By default a person may use the account books their role allows. Use Change in the Account books column to give one person their own list instead (for example warehouse staff who only use the warehouse book).

Sign-in history

Every sign-in attempt is recorded with the time, user, result (signed in, wrong password, inactive user…) and the PC's address.

Sign-in history, newest first.
Sign-in history, newest first.
WealthWell Solution Report System® · © WealthWell Solution Company. Screenshots show the demo with fictitious sample data. AutoCount is a product of its respective owner; this system is not made or endorsed by them.