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Create and update a user

What’s a user?

In KanbanBOX a user is an employee or a station with a specific role or function in the company. It’s recommended to create a single user for every employee or station that uses KanbanBOX because:

  • Every employee has different tasks, role and responsibilities, which means in KanbanBOX different possible uses.
  • KanbanBOX records every single action done and matches to the user, that is directly responsible.
  • KanbanBOX interface is customizable based on needs, with regard on widget in home page, email notifications and table filters.

No limits in number of users. Only Admin users can create, update or delete a KanbanBOX user.

The fields of the user master

Field Description
Name Name of the user, without spaces. KanbanBOX records every single change made and matches it to user name, to guaranteed traceability of every single action.
Email User email. Mandatory field that set email for user notification. Use existing email if you want to receive user notification.
The email address is valid
  • Yes, the adress can receive emails: email exists and it can receive notification from KanbanBOX.
  • No, the adress can not receive email: email is not valid and it can not receive notification from KanbanBOX.
    		•
    User type
  • Personal account:the account is used by one person.
  • Shared workstation:the accont is used by more than one person.
    		•
    Role
  • Read: user can only read kanban board. For only-read station, without setting a new status (production lines, or commercial department).
  • Prod: in addition to read kanban board, can set a new kanban status. For production lines, storekeepers, etc.
  • Plan: read kanban board, can set new kanban status, can change masters and kanban loops. For purchase department, production manager, logistic manager, etc.
  • Admin: in addition to plan user, can set company settings, manage users and update templates. For plant director, planning of production, project manager, etc.
    • Destination
  • Default: kanban card printing will follow the template settings.
  • Print queue: when you print kanban card, you send it in print queue.
  • Direct to print: when you print kanban card, you send it directly to the printer, without sending it in print queue.
    		•
    Action
  • Default: kanban card printing will follow the template settings.
  • PDF Download: download a PDF document with the kanban card directly from the browse.
  • Open PDF file in browser: open PDF document directly from the browser in the same window.
  • Open PDF file in a new window: open PDF document directly from the browser in a new window.
    		•
    Filters You can enter in filters list and manage filters visibility or modify existing filters for the new user.
    Actions You can enter in actions list and manage actions visibility or modify existing actions for the new user.
    Password and confirm password You must preset password for the new user. Once get in, new user should modify his personal password in user settings.
    API Key External software can read and write information in KanbanBOX by logging into API with the API key, that identify API with this user.
    Allowed status changes Status changes available for the new user:

  • Default: will follow allowed status changes defined in company settings.
  • Yes: user can set this particular status.
  • No: user cannot set this particular status.

    		•

    Fill a new user

    Procedure:

    1. Get in Masters > Users > Add new user.
    2. Fill the fields of master.
    3. To confirm the creation, click Save.

    Update a user

    Procedure:

    1. Get in Masters > Users > Users list.
    2. In user management list, search or filter the user to update, and at the end of the row click Edit user.
    3. After the update, to confirm click Save.

    Delete a user

    Procedure:

    1. Get in Masters > Users > Users list.
    2. In user management list, search or filter the user to delete, and at the end of the row click Delete user.
    3. To confirm the delete, click Delete user.

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