Portal Users - Employees
Employee users can be configured to log into Employee Portal or web applications built using Interconnect.
Employee user set-up is done through SAP Business One using InterConnect Manager Add-On. Once the add-on is running:
- Open the Employee Master Data record in SAP Business One. Go to: Human Resources > Employee Master Data and find the Employee.
Ensure there is an email address assigned to the Employee, as shown in the screenshot above (see marker 3). Without an email address, the user will not be able to log in. This email address must be unique.
Ensure that a Sales Employee is assigned to the Employee Master Data, if Sales information will be used. If Named Sales User licenses have been purchased, then Sales Employees are required. If sales-specific queries are not used, then this field may be left blank. See Sales Employee field in the screenshot above (see marker 2).
For Expense Users, ensure Manager is assigned to the employee (see marker 1). Without a manager, approvals may not be correctly assigned when the user creates Expense Requests or Expense Claims.
Save all changes before proceeding by pressing the Update button.
Use the InterConnect User Setup button to open the Portal user configuration screen, as shown in the screenshot above (see marker 4).
Fill in user data as described in the User Configuration section below.
Portal User Configuration Screen
Once the Portal User has been opened, fill in all Roles details as described below. For Employee users, configure Expense User details only if applicable.
Role information is required for all users. Open the Roles tab to complete these fields (see marker 3 in the screenshots below). Once users are configured, they can log into a configured Portal or custom websites developed using Interconnect.
- User Name is based on the email address, and cannot be modified manually. See marker 1 in the screenshots above.
- Temporary Password can be optionally assigned. It will prompt the user to change their password, at which time the temporary password will be deleted. See marker 2 in the screenshots above.
- Account Enabled flag must be checked in order for a web user to be able to log in. See marker 4 in the screenshots above.
- Roles in the right-hand menu (marker 6 in the screenshots above) can be set for each Application selected from the left-hand menu (marker 5 in the screenshots above).
- Apply changes using the Update button.
Note that the table below only defines system roles. Additional roles may be installed with sample metadata, or if custom configuration has been applied.
The following system roles are installed by default, and do not include optional sample roles. Additional roles may be optionally configured.
Employee Portal Application Roles
|Credit Card Import||Expense User||Grants access to the Expense User Credit Card Import feature as an end-user.
|Credit Card Import Admin||Expense User||Grants access to the Expense User Credit Card Import feature as an administrator. Credit Card Import Admin users should also be assigned the role
|Note that Credit Card Import must be enabled.|
|Dashboard||Standard||Grants access to the Dashboard functionality. Additional roles may be required to see specific dashboards.|
|Dashboard Admin||Standard||Grants access to the Dashboard administration page. Add the
|EditLayout||Standard||Grants access to Report View editing, if this feature is enabled.|
|Expense Admin||Expense User||Grants access to all expense-related reporting, including other’s data.|
|Expense Booking Paying||Expense User||Grants access to the Expense User booking queue.|
|Expense Reports||Expense User||Grants access to expense-related reporting.|
|Expense User||Expense User||Do not add or remove this role, instead use the
Grants access to Expense User, if this feature is licensed.
|GL Override||Expense User||Do not add or remove this role, instead use the
Grants the ability to manually select the GL Account associated with an expense type.
|Sales Exec||Sales User||Version 92.7 and higher.
Grants access to advanced Opportunities and Activities reporting. Provides visibility into Opportunities belonging to any user.
Note: This role does not have the ability to edit Activities.
|Sales Manager||Sales User||Grants access to advanced Opportunities and Activities reporting. Provides visibility into Opportunities belonging to this user’s subordinates (sales people who have this employee assigned as their manager).|
|Sales User||Sales User||Grants access to Sales User features and basic reporting. Grants the user access to edit their own customers and opportunities.|
|Super||Standard||Grants access to administrative reporting.|
|ZB1EPS||Sales User||Grants access to Sales User 1.0 features and functionality.|
Workflow Portal for InterConnect
Employee users may be configured to access this admin tool.
InterConnect Workflow Portal Application Roles
|WorkFlowAdmin||Grants access to administrative screens of the Workflow Portal for InterConnect.|
Expense User tab (Employee Portal only)
Expense User configuration is only required for users who wish to use the Expense User features. An optional Expense User license must be available before a user can use Expense User features. See Configuring Expense Users for Employee Portal for a walkthrough of Expense User setup.