Windows Authentication

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Windows Authentication

This is the first Add User Wizard window:
 
AddUserWizard1of4

 

1.To set up a Windows Authenticated user, click Active Directory, AddUserWizard1of4ActiveDirectory-mh.
 
An Active Directory Users window displays, listing all windows users.

 

2.Scroll through the list to locate and highlight the user name.

3.Click OK.
 
The first Add User Wizard window re-displays with the user's first name, last name, email address and phone number systematically populated.

 

4.The first Add User Wizard window re-displays with the user's first name, last name, email address and phone number systematically populated.
 
UserSettingsFilled

 

5.Verify that the following fields were systematically populated:
 
First Name
Last Name
Email
Phone Number
 

6.In the Email Type field, MAPI is the default. MAPI is appropriate if the company uses a MAPI-compliant email client such as MS Outlook.
If the company uses an external web-based email client such as Yahoo or Google Mail, select SMTP from the dropdown.
 
Note: SMTP email settings are located in the Administration screen, SMTP Configuration menu.

 

7.The Automatically try SMTP when MAPI unavailable check box should already be selected as the default. If not, click the check box so the system will attempt to email using SMTP if the local email client cannot be reached.

8.In the Number for Texts field, type the cell phone number of the user to take advantage of the text option in the Document Alerts feature.

9.Click the Create and Assign this User to a Queue check box to create a User Queue for this user.
 
Note: This check box should already be selected as the default.
 

10. Because this user will be a Web Only Reviewer, click to select the Web Only Reviewer check box.
 
The completed Add User Wizard window should resemble the following:
 
AddUserWizard1of3completeWOUActiveDirectoryuser-mh
 
Note that when the Web Only Reviewer check box is selected, this window undergoes a transformation.
 
This Add User Wizard window is now Step 1 of 3, not Step 1 of 4.
 
The following fields are no longer editable:
 
Basic Information pane
Login ID
 
Permissions pane
System Administrator
Scanner Administrator
Allow Annotation
 

11. Click Next.
 
The second Add User Wizard window similar to the following displays:
 
AddUserWizard2of3WOUa-mh

 

12. Click the AP Reviewer check box.
 
Note:  If more than one vault displays, scroll to the appropriate vault and click it to highlight.
 
The window should resemble the following:
 
AddUserWizard2of3activeselectionsWOUActiveDirectory-mh

 

13. Determine the permissions for the user in the Web Only Review Role and click the appropriate check boxes.
 
Depending on the role assigned to the user, there are additional permissions which may be granted. These options are located at the bottom of the screen.
 
The Additional Options section heading includes this icon: ManageAPFlowGeneraltabgreencheckmarkicon-mh
 
If the user should have permission to perform all the options listed under the Web Only Reviewer Role, click the icon. All the options in that section will be selected.
If the user should have permission to perform some of the options, you must click the various options manually.
To remove options, you must manually click each appropriate option checkbox individually to remove the checkmark.
 
Note:  A section, including the corresponding icon, will be disabled if the highlighted user does not have permission for the options displaying in that section.

 

Web Only Reviewer

Allow Reviewer Change Line Type

Allows a Reviewer to change the line type of an invoice in Approve Invoices.

In Approve Invoices, Reviewers can click the Change Line Type icon, ChangeLineType-lineicon-mh, located on the invoice line needing to be changed.

This feature allows a Reviewer to change any line type to any other available line type.

Allow Reviewer Split Invoice Lines

In Approve Invoices, Reviewers can click the Split Line icon, SplitLine-lineicon-mh, located on the invoice line needing to be split.

Use this function to "break out" invoice line amounts into additional lines than were originally assigned.

The amount of the invoice sent to the Reviewer by the Processor must be allocated fully before any changes can be saved.

Allow Reviewer Invoice Hold

Gives the Reviewer the ability to place an invoice on hold through the Place On Hold icon, ApproveInvoicesPlaceOnHoldicon-mh, located on the Approve Invoices toolbar.

This is based on the bridged system.

Allow Reviewer Reroute Invoice

Enables the Route Invoice icon, RouteInvoiceicon-mh, in Approve Invoices.

Invoice Routing

Invoice Routing Default Sequence

The number entered here identifies in what sequence the document should be reviewed. This would be the default.

The lowest number gets the invoice first.

Accounting System Mapping

Must be a Reviewer.

Uses the accounting system routing rules option in some accounting systems. (Advanced bridge setting must be set.)

Follows the accounting system routing and displays it in Sage Paperless Construction.

Reviewer Approval Limit

ReviewerApprovalLimit-mh

This identifies a specific Reviewer selected in the associated Lookup Utility.

The number (1 in the example) reflects the arbitrary number that the Reviewer was assigned when originally added to the Reviewer list.

The Reviewer's name displays below the number.

The Sequence number (4 in the example) indicates in what order the Reviewer should see invoices.

Any invoice with a total exceeding the entered dollar amount ($10,000.00 in the example) will systematically be routed to the identified Reviewer.

 

14. Click Next.
 
The final screen of the Add User Wizard window displays:
 
AddUserWizard3of3WOUActiveDirectory-mh
 
This window displays a summary of all the settings selected or entered during the Add User Wizard setup for a Web Only Reviewer.

 

15. Review the information in the Summary portion of this screen.

16. If any of the information is incorrect, click Back to make necessary corrections and then return to this screen.

17. Click Finish to create the new Sage Paperless Construction Web Only Reviewer.
 
The following prompt displays:
 
AddUserWizardWOUprompt-mh

 

18. Click OK.
 
The first Add Web User Wizard window resembling the following systematically displays:
 
AddWebUserWizard1of4WOU-mh

 

19. Click the Web Only Reviewer check box.

20. Click here for details on navigating through the Add Web User Wizard windows to complete the Web Only Reviewer setup.