Note - You should to select a User Role when creating or editing Users, as these are a great way to establish the necessary Permissions for a New or Existing User based on their duties within the company.

To locate the Users list go to:  Setup Information > Company > Users

Users

1. By clicking on one you will see a quick view of their Permission or Notification settings in the right panel.

1. From this page you can review the User profile, settings, and make any edits or changes necessary.
   
2. There are 5 different tabs, or information pages within the Edit User page:
   
1. Profile, Permissions, Notifications, Practice Access, and Audit
   

Edit User

Profile tab

1. Here you have the basic information including:
   
1. First and Last Name, Email address, Phone, & Mobile #'s, and User Status (Active or Inactive).
2. Every field on the page can be edited.
   
3. The Password can only be changed, or if forgotten, Reset, from this the Sign In page or by contacting Clixon directly for support.
   

Permissions

1. Selecting a User Role helps to quickly set the Permissions for a User.
   
1. You are able to further customize Permission after you Save the User Role you choose.
   
2. Permissions are grouped by relevance - Ordering,  Products, and Inventory Control
   

Below is a link to an article that explains, in detail, all User Permissions:

User Permissions - detailed

Notifications

1. All Notifications are sent via Email and will be activated initially based on the Users Permissions.
   
2. Notifications are grouped by relevance:
1. Cart Approvals
   
1. As Requested
   
2. Daily Reminder – Requested
   
3. Confirmation of Approved Carts
   
4. Month-to-Date Spend
   

1. New Product Approvals
   
1. As Requested
   
2. Daily Reminder
   
3. Confirmation of New Product Request
   
2. Products Requiring Approval
   
1. As Requested
   
2. Daily Reminder
   
3. Confirmation of Approval
   

1. Orders
   
1. Copy of Submitted Orders
   
2. Orders Not Submitted

1. Inventory Control
   
1. Materials to Issue from Stock

Below is a link to an article that explains, in detail, all User Notifications:

User Notifications - detailed

Practice Access

1. It is best to manage the Company or Practice Access for a User form the Corporate level.
   
2. From the Practice Access page:
   
1. Begin by clicking the drop down menu under Available Access.
   
2. Select (or unselect) the Practices (companies) the User should have Access to.
   
3. Click the Save button when done.
   
3. All Practices (companies) a user has Access to will show on the right of the page under Assigned Access.
   

Audit

1. The Audit page is simply a history of any edits or updated that have ever been done to the User profile.
   
2. Each action or field edit will be listed along with the Date, Time, and User who made the change.
   

User - Creation

1. The first is to choose the + Create New button, found on the Users page.
   
2. The second is to click on the Quick Add icon in the top menu +, and then choose Create New User form the list.

1. From here enter the First and Last Name, Email Address (this will be their User Name), and choose the Role.
   
1. The Role is the best way to quickly and easily establish the base Permissions for a new User.
   
2. The User Role can be changed at anytime later on, or the User Permissions and Notification settings can always be adjusted later as well.
2. Click the Save button when done.
   

An email will be sent to the Email Address you entered inviting the recipient to create a password to sign in and access their Clixon account.

Inactive Users

1. Inactive Users can no longer sign in to Clixon and therefor will not longer be able to access their Clixon account.
   
2. Inactive Users will remain in the Users page with an INACTIVE stamp across their profile on the Users page.
   
3. If you want to completely Remove them from the Users list you will need to go into their Practice Access page and Remove all of their Assigned Access.
   
4. If you attempt to Re-Create the User at a later time using the same Email Address, the original User profile will be Re-Activated.