Assigning a Division and Sites to a User
Note: The division(s) and site(s) that the user has access to are set for the user when the user is added to the application. The user is able to reset his or her default division or default site at the User Preferences page.
The Add User form and the Edit User form contain a Corporate locations section. The Corporate locations portion of the form shows the active Company-Division(s)-Site(s) for your organization. This is where the user is assigned to a division and site.
To add access for this user to a division-site(s) in this organization, mark the checkbox for Division, which also gives the user access to the site or sites in this division.
When the user goes to the User Preferences page (Tools > User Preferences), he/she will have these options available in the Default Division/Default Site fields.
- Default Division: click the drop-down arrow and select a division from the list that appears. When you select a default division, all system information will be automatically set to the site or sites, locations/sublocations, items, and inventory at this division. The logged-in user's default division is always displayed on the application page in the upper right corner, underneath the username.
- Default Site: click the drop-down arrow and select a site from the list that appears. When you select a default site, all site information in IntelliTrack will be set to this site by default; this means the default site will be placed in the Site field at the Inventory Data page, Single Move page, Mass Move page and anywhere that the Site field appears in the application. If the logged-in user has access to another site or sites in this division, he/she may select them from the Site field drop-down list.
To save the Default Division and Default Site settings, select the Save icon.