User Master

This master is used to add users and their details.
User and their details can be edited and deleted through this master.
User wise permission can also be set from this page
Admin has access to this master.
A new role customer is added in user master

Screen: Landing Page

Steps

Click on the Menu to open User Master Landing Page.
It displays list of previously added users.
Click on button to add new User.

Following screen will open

Select an image for the profile.
Enter the name of the user.
Enter Email Id.
Select the Gender from Gender dropdown.
Enter the address.
Select the State from state dropdown.
Select the city from city dropdown.
Enter the Zip Code.
Enter the user's phone number.
Enter the user's mobile number.
Enter the login Id for the user.
Enter the password.
Re-enter the password for confirmation.
Select the User Role from Role dropdown.

Multiple roles can be selected.
Click on the role to select it.
To de-select, Click on the selected role.

Enter the Job Type.
Select the form type for the user from Form Type dropdown.

Multiple form types can be selected.
Click on the form type to select it.
To de-select, Click on the selected form type.

Select the manager for the user from the dropdown.
Select the field supervisor from the dropdown. No need of selecting this for user installer
Select the inventory transfer setting

Yes, if approval is required for inventory
No, if approval is not required for inventory

Click on button to save the user.
After saving, user will be added to the grid on landing page.
Click on button to close the form.
Click on button to reset all fields.

Click on button to edit corresponding user detail.

Following Screen will open

Edit the field you want to edit.
Click on button to save the Changes.
Click on button to close the form.

Click on button to set user wise access permission

Following Screen will open

By default, pages which are assigned to the user role will be displayed here
User can check and uncheck the pages from the assigned list
Click on button to save the Changes.
Click on button to close the form.

In case of Installer User role, user has to fill Vehicle Information and service details

Vehicle Information

Select image of the Vehicle.
Select the Vehicle Make.
Select the Vehicle Model.
Enter the year.
Enter the License Number.
Enter the color of the Vehicle.

Services

List of all Services appears.
Enter the rate for Services you want.
Select whether service rate is in terms of percentage or it is in dollars.
Click on button to save the user.
Click on button to close the form.
Click on button to reset all fields.
To Edit installer role user, user will edit Vehicle Information and service details and click on Update button.

Print ID Card

Select the Role from the dropdown
Select the Customer name from the dropdown
Select the State from the dropdown
Select the City from the dropdown
Enter the message to be printed on the ID card
Click on button to look at the preview of the ID card
Click on button to print the ID card.
Click on button to close the form.
Installer print card will be emailed to client once an appointment is confirmed and allocated to the installer.

When Projects are assigned to User, admin user will get to see Projects Assigned to this user while editing any user as shown in the below screen.

While removing role installer added validation to check the active project for user. Similar validation added for auditor role to check the active audit project mapped to user.

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