Contents
User Management covers two separate administrative surfaces: System Users (login accounts) and Employees (HR records). Each is accessed from the System menu and requires its own permission.
Permissions required in this environment: The System Users page (permission 74 - System Users List) and the Employees page (permission 70 - Employee List) are both blocked for the standard ADMIN group in this database state. Menu items are visible but the pages return Access Denied until those permissions are granted. Field-level details in the add/edit sections below have not been fully verified in this pass due to this block. See Granting Access to Blocked Pages to resolve.
| Task | Path |
|---|---|
| Manage user accounts | System → System Users |
| Manage employee records | System → Employees |
| Change your own password | System → Change Password |
System → System Users - requires permission 74 (System Users List)
The System Users page (page title: All User List) lists all login accounts with each user’s name, group, and active status.
Navigate to System → System Users
Click Add User
Fill in the user form:
| Field | Notes |
|---|---|
| User ID | Leave blank - assigned automatically |
| Login Name | Must be unique; must match Employee Login Name if linking to an employee record |
| Password | Displayed as asterisks; record it before saving |
| Group | Determines permissions within Inventory Pro |
| Supplier ID | Restrict this user to one supplier’s items (leave blank for all) |
| Customer ID | Restrict this user to one customer’s orders (leave blank for all) |
| Employee ID | Links the user to an employee record for purchasing limits and salesperson attribution |
| Use this Account | Check to enable; uncheck to disable |
| Warehouse | Restrict to one warehouse (leave blank for all warehouses) |
| Read Only Mode | Prevents data modification |
| Home Page | Defaults to Item Master List; change by entering a page path |
Click Save
Re-enable by checking Use this Account and saving again. Disabling an account does not delete historical data or transaction records.
System → Employees - requires permission 70 (Employee List)
The Employees page (page title: Active Employee List) lists HR-level staff records. These are distinct from user login accounts. An employee record tracks purchasing and sales involvement and can be linked to a user account via a matching Login Name.
Navigate to System → Employees
Click Add New Employee
Fill in employee details:
| Field | Notes |
|---|---|
| Salesperson | Check if this employee enters shipping orders |
| Buyer | Check if this employee enters purchase orders |
| Buyer Approval Amount | Maximum PO value this buyer can approve |
| Login Name | Must exactly match the linked user account’s login name |
Click Save
Important: The Login Name must match the user account login exactly, or employee actions won’t be properly recorded.
System → Change Password
The change fails if the current password is wrong or the new passwords don’t match.
Inventory Pro has two separate lockout mechanisms.
Triggered by repeated failed password checks on an individual account. The account locks automatically.
To unlock:
Triggered when too many failed login attempts occur from a single network location within a short window. This can block all users at the same office location simultaneously.
Symptoms: Multiple users at the same location cannot log in even with correct credentials.
To reset:
Adjust the Max Login Attempts threshold in Security Options if a shared office location triggers this frequently.
If System Users or Employees returns Access Denied:
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