User Management

Use this screen to create accounts for the employees who use ORCA MES and to manage user information such as department, position, and contact. The users you register here are also used when you choose a person in charge in other menus, such as a warehouse manager.

Screen layout

User Management consists of the list, registration, and detail screens.

  • List: Check the registered users. Click a row to open its detail screen, or select rows to delete them. Choose Approved/Not Approved in the Approval Status column to save it right away, and click Approve All to approve all users on the page currently shown. Click Excel Download to download the list currently shown.
  • Registration: Create a new user account. Run the user ID duplicate check and enter the password, basic user information, and department.
  • Detail / Edit: Check the selected user's information, and change it with Edit or remove it with Delete.

Register a user

  1. In the list, click New Registration.
  2. Enter the User ID in email format and click Duplicate Check. When a message says the ID is available, continue.
  3. Enter the Password and Confirm Password.
  4. Enter the User Name, User Type, Position, Contact, Email, and Join Date. Also check the Approval Status (default Not Approved) and Usage Status (default In Use). Add a photo and additional info only when needed.
  5. For Department, search and choose one of the departments already registered.
  6. Auto Generate Code is checked by default, so the user code is added automatically when you save. We recommend keeping automatic generation. If you enter the code yourself, it must follow the required format, or it will not be saved.
  7. Click Save. Click Confirm in the Registration completed. window to return to the list.

View details and edit

  1. Click a user in the list to open the detail screen.
  2. Click Edit.
  3. Enter the changes. The user code and user ID cannot be changed.
  4. Click Save, then click Confirm in the Do you want to save changes? window. To leave without saving, click Cancel.

Delete a user

  1. In the list, select the user you want to delete. You can also delete it with Delete at the top of the detail screen.
  2. Click Delete and confirm the deletion in the Are you sure you want to delete? window.

FAQ

Q. I clicked Save, but the user was not registered. Check in order that you ran the user ID duplicate check, that all required fields are filled in, that the password is 8 to 25 characters including letters, numbers, and special characters, and that it matches Confirm Password.

Q. How do I change the approval status of a new user? Choose Approved in the Approval Status column of the list, and it is saved right away. To approve several people at once, click Approve All. All users on the page currently shown are approved.

Q. I want to choose a department, but it is not in the list. Register the department first in Department Management, then search again.

Q. I want to edit a user's information, but I do not know the password. Leave the password field empty and save, and the existing password is kept. Enter a new password only when you want to change it.

Related menus