User Management Guide (Tenant User Only)

This document provides a step-by-step guide on managing user roles and permissions within the Accelera platform.

1. Accessing the Accelera Portal

• Navigate to the Login Page: Go to apps.accelera.io/login.
• Sign in with your Microsoft Account or Google Account or classic Account
• For detailed login and account setup instructions, refer to this link: Login/Adding an account

1.1. Navigate to Main Menu
After logging in, the dashboard displays options for different modules:

• • Administration
  • Accelera Insight

1.2. Select Administration
Click the Administration module to access user management settings.

2. User Management Overview

Within the Administration module, navigate to User Management. This section allows you to manage different types of users, including:

• Store Users
• Sales Users
• Dashboard Users
• Warehouse Users

3. Assigning User Roles

User roles determine the level of access and permissions for each user. Assign roles based on user responsibilities:

3.1 Store User

• Role Description: Customer users with limited access to the web client.
• View product information
• Track orders
•  Access customer-specific data
• Ideal for: Customers requiring basic access.

3.2 Sales User

• Role Description: Sales team members managing customers, orders, and payments.
• Manage customers and orders
• Process payments and invoices
• Access sales reports only.
• Ideal for: Sales representatives and account managers.

3.3. Dashboard User

• Role Description: Tenant administrators overseeing system configuration and performance.
•  Manage pricing and product information
• Export/import products
• Access sales and customer data
• Ideal for: System administrators and tenant managers.

3.4  Warehouse User

• Role Description: Warehouse staff managing inventory and shipments. (Currently in development)****
• Manage inventory levels
• Track shipments and receipts
• Access warehouse reports
• Ideal for: Warehouse personnel.    

4. To manage users, follow these steps

•  Click on Administration
•  Click on the User Management tab.

5. Accessing User Management

5.1 Store User

The Store User is a customer user who has limited access to the system. These users can only access the web client or website and do not have the ability to add new users. Store Users can perform tasks such as viewing product information, tracking orders, and accessing customer-specific data. It allows the user to view and manage their current and past orders.

They can check order details, track shipments, and manage any pending orders. Users can view their financial statements, which summarize all their transactions, including payments, invoices, and credits. It also users to reorder products they've previously purchased. 

• Orders: It allows the user to view and manage their current and past orders. They can check order details, track shipments, and manage any pending orders.

• Invoices: Users can access their invoice. They can make payment from their invoices as well.

• Repeat Orders: This feature allows users to easily reorder products they've previously purchased. It streamlines the purchasing process by allowing one-click repeat orders based on prior transactions.

• Statements: Users can view their financial statements, which summarize all their transactions, including payments, invoices, and credits. It helps users keep track of their financial activities with the store.

• Profile: In the profile section, users can manage their personal information such as names, addresses, and payment details. It is the central hub for maintaining updated user account information. They can add new address.....

• Notifications: Users can customize their notification preferences in this section. This may include alerts about order confirmations, shipment status, invoices, and other updates relevant to their activities with the store.

• Sign In: The sign-in option allows users to log into their accounts securely, providing access to their stored preferences, order history, and account-related functionalities.

• Make Payments: This option enables users to make payments for outstanding invoices or other due charges directly within the system, simplifying the checkout process.

• Select User Management tab.

• Click on Store Users subsection.

• Refer this to add a store user: Add a Store User for a specific customer

• Should i delete this then???????*********

Account Activation Email 

• Check Your Inbox: Look for an email from the Accelera Team with the subject line "Account Activation".

• Open the Email: The email will include a message and instructions to activate your account.

• Click the "CONTINUE WITH GOOGLE ACCOUNT" button in the email. This will redirect you to the Google sign-in page for Accelera.

5.2  Sales User

Customer employees who can access the sales app to manage customers, or payments, and invoices. They are responsible for managing customer relationships, sales operations, and order processing. Sales Users have access to the sales application, enabling them to manage customers, orders, payments, and invoices. This role allows Sales Users to perform tasks such as creating and managing sales orders, tracking customer interactions, and generating sales reports. Sales Users play a critical role in driving revenue growth and delivering exceptional customer experiences.

To add a new Sales User, follow these steps:

Open the Add Sales User Form

• Select Sales users under User Management.

• Click the Add User option to open the user creation form.

   Enter User Details:

• • Email - Enter a valid email address to activate your password and enable login. This email address will be used to send important account-related information. An email will be sent to this address with a link to activate your account.
    This email address will be used as your login username.
  •  First name - Enter your first name.
  • Last Name - Enter your first name.
  • Login Preference: Choose the login method. Select Either Microsoft, Google or Classic Login.
    • • Microsoft Login: The Microsoft Login preference allows users to authenticate using their Microsoft account credentials. To use Microsoft Login, select this option and follow the prompts to authorize access. Ensure your Microsoft account is properly configured and linked to your system account. 
      • Google Login: The Google Login preference enables users to authenticate using their Google account credentials. To use Google Login, select this option and follow the authorization prompts. Ensure your Google account is properly configured and linked to your system account.
      • Classic Login: The Classic Login preference allows users to authenticate using a unique username and password combination. This traditional login method provides flexibility for users without Microsoft or Google accounts. To use Classic Login, select this option and enter your credentials. Ensure your username and password meet the system's security requirements.
• User attributes: Set the user’s attributes by toggling the following options:
  • • Active : The Active field defines the user's current status within the system. When a user is marked as Active, they have full access to their assigned roles and responsibilities. Inactive users, on the other hand, are unable to log in or perform any tasks. This field allows administrators to efficiently manage user accounts, temporarily suspend access, or permanently deactivate users. To update a user's active state, navigate to the User Management section and toggle the Active checkbox accordingly

    • Sales Supervisor: To Assign a user as a  Sales Supervisor, enable the toggle switch "Sales Supervisor". This will grant the user the necessary permissions and access to perform supervisor-level tasks. If the toggle switch is not enabled, the user will automatically be assigned the default role of Sales User, which comes with standard sales-related permissions and access.

      The Sales Supervisor role oversees and manages Sales Users, ensuring effective sales team performance. Sales Supervisors are responsible for guiding Sales Users, supervising sales activities, and making strategic decisions. Their key responsibilities include managing sales teams, monitoring sales performance, and providing coaching and feedback. To designate a user as a Sales Supervisor, select the Sales Supervisor checkbox during user creation or modification. This role requires elevated permissions, allowing Sales Supervisors to oversee and manage Sales Users efficiently. 
• Permissions:  Enable or disable the following permissions based on role requirements
  • • Allow Price Override: It allows authorized users to Modify the standard price of a product or service, Discount or increase the price temporarily
    • Allow Order markup: *********
• Assign Customers:  Determine which customers the sales user can access by selecting either All       Customers or By Customer or By Tags.
  • • All Customers : The All Customers option grants access to every customer in the system, providing unrestricted visibility and management capabilities. Selecting this option enables users to view and manage all customer accounts.
    • By Customer : The By Customer option allows users to select specific customers for providing targeted management and visibility. Selecting this option enables users to Choose specific customers only by clicking on Select Customer Option.
    • By tags : The By Tags option enables users to assign customers based on predefined tags, facilitating flexible and dynamic customer segmentation.
• Assign Sales Users:  This option is only available when we select Sales Supervisor. Select either all sales users or specific individuals to be managed by the Sales Supervisor.
• Save User Profile:  After configuring all settings, click Save to create the user account, or Cancel to discard changes.

Creating Dash Board User

5.3 Dashboard User:  Dashboard Users can access administrative functions, including pricing management, product import/export, and sales supervision. This role enables Dashboard Users to oversee system performance, track key metrics, and make strategic decisions. Dashboard Users can also assume Sales User responsibilities, providing flexibility in managing sales operations.

Open the Add Dashboard User Form

• Select Dashboard User under User Management tab

• Click the Add User option to open the user creation form.

• Enter User Details:

• Enter user Email, First name, Last Name
• Select Login Preference: Select Either Microsoft, Google or  Classic Login. 

• • • Microsoft Login: The Microsoft Login preference allows users to authenticate using their Microsoft account credentials. To use Microsoft Login, select this option and follow the prompts to authorize access. Ensure your Microsoft account is properly configured and linked to your system account.
    • Google Login: The Google Login preference enables users to authenticate using their Google account credentials. To use Google Login, select this option and follow the authorization prompts. Ensure your Google account is properly configured and linked to your system account.
    • Classic Login: The Classic Login preference allows users to authenticate using a unique username and password combination. This traditional login method provides flexibility for users without Microsoft or Google accounts. To use Classic Login, select this option and enter your credentials. Ensure your username and password meet the system's security requirements.
• User attributes: Set the user’s attributes by toggling the following options. 
  • Active : The Active field defines the user's current status within the system. When a user is marked as Active, they have full access to their assigned roles and responsibilities. Inactive users, on the other hand, are unable to log in or perform any tasks. This field allows administrators to efficiently manage user accounts, temporarily suspend access, or permanently deactivate users. To update a user's active state, navigate to the User Management section and toggle the Active checkbox accordingly
  • Administrator: Grant dashboard admin rights.
  • Sales User : The Sales User role is the default selection for users responsible for managing customer relationships, sales operations, and order processing. Sales Users have access to the sales application, enabling them to perform tasks such as creating and managing sales orders, tracking customer interactions, and generating sales reports. To assign the Sales User role, select the Sales User checkbox during user creation or modification.
  • Sales Supervisor : The Sales Supervisor role oversees and manages Sales Users, ensuring effective sales team performance. Sales Supervisors are responsible for guiding Sales Users, supervising sales activities, and making strategic decisions. Their key responsibilities include managing sales teams, monitoring sales performance, and providing coaching and feedback.
  • To designate a user as a Sales Supervisor, select the Sales Supervisor checkbox during user creation or modification. This role requires elevated permissions, allowing Sales Supervisors to oversee and manage Sales Users efficiently.
• Permissions:  Enable or disable the following permissions based on role requirements
  • Allow Price Override: It allows authorized users like Sales Supervisors to Modify the standard            price of a product or service.
  • Allow Order markup - *******
• Assign Customers: Determine which customers the sales user can access by selecting either All       Customers or By Customer or By Tags.
  • All Customers : The All Customers option grants access to every customer in the system, providing unrestricted visibility and management capabilities. Selecting this option enables users to: View and manage all customer accounts, Access customer-specific data and order history, Perform bulk actions and updates across all customers
  • By Customer :  The By Customer option allows users to select specific customers for assignment, providing targeted management and visibility. Selecting this option enables users to: Choose individual customers for assignment, View and manage assigned customer accounts, Customize customer-specific settings and preferences
  • By tags : The By Tags option enables users to assign customers based on predefined tags, facilitating flexible and dynamic customer segmentation. Selecting this option allows users to: Assign customers using existing tags, Create new tags for custom customer categorization, Manage customer groups based on tag associations
• Assign Sales Users: This option is only available when we select sales supervisor. Select either all sales users or specific individuals to be managed by the Sales Supervisor.
• Click on Save.
• After configuring all settings, click Save to create the user account, or Cancel to discard changes.

5.4  Warehouse User: