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16 Hierarchical roles and user profiling

User Manual vtenext 26.07 16 Hierarchical roles and user profiling

You can access the Check User Login section using the Settings item, present in the menu of the a...

Updated 2 months ago by Admin

16.1 Profiles

User Manual vtenext 26.07 16 Hierarchical roles and user profiling

The profile defines the privileges of a user in regard to access to, and use of, vtenext modules ...

Updated 2 months ago by Admin

16.1.1 Create new profile

User Manual vtenext 26.07 16 Hierarchical roles and user profiling

STEP 1: Once on Settings > Profiles, press New Profile: STEP 2: in the configuration window for t...

Updated 2 months ago by Admin

16.2 Roles

User Manual vtenext 26.07 16 Hierarchical roles and user profiling

Roles underpin the entire security system, each of which is based on a profile. The administrator...

Updated 2 months ago by Admin

16.3 Users

User Manual vtenext 26.07 16 Hierarchical roles and user profiling

From Settings > Users you can create and manage users, which are displayed in a list on the main ...

Updated 2 months ago by Admin

16.3.1 How to replace one user with another

User Manual vtenext 26.07 16 Hierarchical roles and user profiling

In a company, it can happen that a colleague decides to change jobs and therefore no longer be pa...

Updated 2 months ago by Admin

16.4 Groups

User Manual vtenext 26.07 16 Hierarchical roles and user profiling

Groups are effective tools for bringing together users who belong to the same team. They are used...

Updated 2 months ago by Admin

16.5 Sharing Access

User Manual vtenext 26.07 16 Hierarchical roles and user profiling

vtenext allows you to set the access privileges of the Roles, defining whether the content of the...

Updated 2 months ago by Admin

14 PDF Maker

User Manual vtenext 26.07 14 PDF Maker

The PDF Maker module allows you to create PDF documents that are generated with the rationale of ...

Updated 2 months ago by Admin

14.1 Create a PDF template

User Manual vtenext 26.07 14 PDF Maker

To create a new template for the PDF Maker module, click on the ADD TEMPLATE key or button on the...

Updated 2 months ago by Admin

14.1.1 Insert images in PDF

User Manual vtenext 26.07 14 PDF Maker

Press the Image button in the editor: URL insert the URL of the image (if already present); if t...

Updated 2 months ago by Admin

14.1.2 Insert tables in PDF

User Manual vtenext 26.07 14 PDF Maker

To create a table in the PDF Maker, simply use the appropriate function in the editor, which is h...

Updated 2 months ago by Admin

14.2 Products block within PDF templates

User Manual vtenext 26.07 14 PDF Maker

For the Quotes, Sales Orders, Purchase Orders and Invoices modules, you can insert the product bl...

Updated 2 months ago by Admin

14.3 Barcodes

User Manual vtenext 26.07 14 PDF Maker

It is possible to insert barcodes inside the template through the "Other information" Tab: It is ...

Updated 2 months ago by Admin

14.5 Export to PDF

User Manual vtenext 26.07 14 PDF Maker

To generate a PDF, access the main module registry (e.g.: Quotes) and click the Other button in t...

Updated 2 months ago by Admin

14.6 Products Images in PDF

User Manual vtenext 26.07 14 PDF Maker

In the product block models, you can also add thumbnails related to the images uploaded in the pr...

Updated 2 months ago by Admin

14.7 Custom Functions in PDF

User Manual vtenext 26.07 14 PDF Maker

It is possible to define custom functions for data processing within the PDF Maker. To add a cust...

Updated 2 months ago by Admin

14.8 PDF file name

User Manual vtenext 26.07 14 PDF Maker

In the PDF Maker Settings tab, you can define the name of the output PDF file. This option allows...

Updated 2 months ago by Admin

14.9 Export/Import PDF Template

User Manual vtenext 26.07 14 PDF Maker

You can import or export the templates of the PDF Maker module in XML format using the appropriat...

Updated 2 months ago by Admin

14.10 Language Labels in PDF Maker

User Manual vtenext 26.07 14 PDF Maker

The Labels feature available in PDF Maker is very important if you want to manage PDFs in multipl...

Updated 2 months ago by Admin