This is the first Add User Wizard dialog:
1.To set up a SQL Server Authenticated user, click SQL.
The Select SQL Login dialog displays:
2.Click Create New SQL Server Login.
The Create New SQL Login dialog displays:
3.In the Login field, type the new user's login name.
4.In the Password field, type the associated password.
5.In the Confirm Password field, reenter the associated password.
6.If appropriate and based on your company's standards, click the Enforce Password Policy check box (for SQL Server version 2005 or later).
If this check box is selected, the SQL server password policy is enforced. This is something the user sets up on their own in SQL and it is configurable. They can restrict it to whatever they want. For example, they can determine there is a minimum or maximum number of characters, that special characters are required as are upper and lower case characters, etc. All this check box does is read the restrictions from SQL that the client has set up and make users in Sage Paperless Construction follow those restrictions when setting up a password.
The completed dialog should resemble the following:
7.Click OK.
The Select SQL Login dialog similar to the following displays:
8.Click to highlight the user's name.
9.Click Select Login.
The Add User Wizard dialog similar to the following displays:
10. In the First Name field, enter the user's first name.
11. In the Last Name field, enter the user's last name.
12. In the Email field, enter the user's email address.
13. The Email Type field is defaulted with MAPI. If the field should reflect SMTP, use the dropdown to select it.
14. In the Phone Number field, enter the user's telephone number.
15. In the Number for Texts, enter the user's cell phone number to receive system-generated text messages.
16. Because this user is a Web Only Reviewer, click to select the Web Only Reviewer check box.
The completed Add User Wizard dialog should resemble the following:
Note that when the Web Only Reviewer check box is selected, this dialog undergoes a transformation.
This Add User Wizard dialog 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
17. Click Next.
The second Add User Wizard dialog similar to the following displays:
18. Click the AP Reviewer check box.
Note: If more than one vault displays, scroll to the appropriate vault and click it to highlight, if appropriate.
The dialog should resemble the following:
19. 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 the checkmark icon.
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 are 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 check box individually to remove the checkmark.
Note: A section, including the corresponding icon, is 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 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 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. |
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Allow Reviewer Invoice Hold |
Gives the Reviewer the ability to place an invoice on hold through the Place On Hold icon located on the Approve Invoices toolbar. This is based on the bridged system. |
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Allow Reviewer Reroute Invoice |
Enables the Route Invoice icon in Approve Invoices. |
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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. |
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Reviewer Approval Limit |
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) is systematically routed to the identified Reviewer. |
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20. Click Next.
The final screen of the Add User Wizard dialog displays:
This dialog displays a summary of all the settings selected or entered during the Add User Wizard setup for a Web Only Reviewer.
21. Review the information in the Summary portion of this screen.
22. If any of the information is incorrect, click Back to make any necessary corrections and return to this screen.
23. Click Finish to create the new Sage Paperless Construction Web Only Reviewer.
The following prompt displays:
24. Click OK.
The first Add Web User Wizard dialog resembling the following systematically displays:
25. Click the Department field label to display the Previous Department Values dialog.
You can also use your lookup key (by default this is F4 but it can be configured). This is where the list of departments you have previously added display.
If you need to add a new department, you can enter it in the Department field. The new department that you added displays on the Previous Department Values dialog after the user is created.
In this field, you can type any value that you want to filter on.
Note that there is a Filter text field where you can start to enter a value to narrow the list if necessary.
Click in the Department column header to sort the values.
Click here for details on navigating through the Add Web User Wizard dialogs to complete the Web Only Reviewer setup.