Every user of the Λctiv8 Manager database must have an entry in the User Profile list. This record defines settings such as login name, user type, and privilege level. Manager Full Operators and Administrators can view and update this information when necessary, or create new Manager user accounts.
The User Profile – Data Entry dialog displays the contents of a single item from the User Profile list. It contains data on four tabs:
Label: The Λctiv8 Manager company code for the userʼs organization; usually an abbreviation of the wineryʼs name.
Name: The userʼs full name.
Description: Describes the personʼs role within the organization. May not be left blank.
Username: The userʼs login name in Λctiv8 Manager. May not contain spaces; usually First_Last.
Initial Password: When creating a new user account, enter the password here. The password must contain at least eight characters and include at least one number. This password is only temporary: the user will be required to change it after the first use.
POS PIN #: Enter the userʼs access code for the Λctiv8 POS system.
User Type: Specifies the userʼs privilege level; see Manager user types.
'Must Update': Provides no alert or options; the system completes the update immediately. This setting is seldom used.
'Internal Update': Instructs you to download the update file manually. No program access is permitted until the update is completed. (For Λctiv8 team use only.)
'Polite': Alerts you that a product update is available when you log in, and asks whether you want to download it. If you elect to download, Manager sends the update patch file according to the options you have set in your product update settings. The download runs as a separate process that can be minimized or stopped and resumed later. If a download is scheduled, the alert message reports the scheduled time; you can accept the schedule or reset to download immediately. After the download has finished, Manager runs normally, and installs the update the next time you log in.
'Internal Polite': Instructs you to download the update file manually from the Λctiv8 ftp server. No automatic update is performed. (For Λctiv8 team use only.)
'Silent': Reads the userʼs product update settings to decide what to do, but does not present any messages or feedback. This is the normal setting for most users.
User Level for Views: Determines the number of choices available on the View menus. The default setting is 'Beginner.'
Periodic Password Changes Required: For security, requires you to change your access password after the number of days specified in the Password Expires in Days field. (The defaults are 30 days for Administrators, 120 days for other users.)
Account Disabled: Prevents all access by this user.
Unique Passwords Required: Specifies the number of different passwords required before one can be reused. (The defaults are 5 for Administrators, 2 for other users.)
Idle Time Minutes: The number of minutes after which Manager will close automatically. The default is 15 for Administrators; 0 for other users. Itʼs advisable to enable this setting if the application is running on an easily accessible workstation.
Selects the Person and Merchant records this User Profile applies to. This is the place to start when creating a new Λctiv8 Manager user.
Access History displays information on the userʼs most recent previous login.
Selections Mode: Enables customer selections on the data access bar and in the Customer – Data Entry dialog.
Single Transactions: Clear to disable a user from creating single sales orders.
Customer Actions Tab Visible: Currently unused; leave unchecked.
Open Session Windows: When checked, windows from the previous session are reopened at login. Turn off for slow connections.
Allow Single Sales Local, Allow Local Processing: For use by the Λctiv8 engineering team.
Read Only: Prevents the user from making changes in the database. For Superadministrator use only.
Associate Login Alert: Enables the popup alert when associated users log in to the database. Clear to enable “stealth” logins.
Disable for Non-Payment: (Administrator only)
Disable Credit Card Processing: (Administrator only)
Corporate Art DLL Name: Sets the background art in Manager to match your corporate art scheme; contact the support team for details.
The Customer Lookup Lists and Inventory Lookup Lists sections let you define optional filters that will limit the results displayed when you open a lookup list that draws from either of those lists. The filters are statements in the Structured Query Language (SQL), which specify the fields and values to be searched for. These can be quite complex, but normally youʼll include only one or two terms to search for or exclude.
For example, when creating a sales order, you might want to filter the Customer list to include only those whose credit cards are authorized. To do this, youʼd add the statement
CREDIT_CARD_AUTHORIZED = 'yes'.
To λctiv8 either filter, check On Load.
(For examples of how to create SQL statements, you can view the details of existing database searches.)
Contains miscellaneous operating options.
Provides a space for operator notes and comments, and displays a history of the userʼs password changes. Except for Superadministrators, users can see only their own password histories.