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User Setup
Tofino Software @Copyright 2008-2015
Welcome admin [Logout]
Royal
Tofino Resource Management Suite
Home Procurement Inventory Assets Documents Reports Administration Help
H o m e
Customize
Orders
Issue/Order
Scan items and create orders
Manage Orders
View/Receive prior orders
Manage Requisiti ...
Manage Requisitions
Assets
Manage Assets
Manage your asset database ofcheckin/checkout inventory
Work Orders
Create Work Order Reports
Add Work Order R ...
Add Work Order Request
Products
Item Database
Edit Product Database
Print Labels
Print Barcode Labels
Inventory
Manage your product inventory
Reports
Usage Report
Create Order Reports
Transaction Repo ...
Transactions
Work Order Compl ...
Work Order Completion Report -Summary
Settings
Employees
Edit Employee Settings
Locations
Edit Location Settings
Suppliers
Edit Suppliers
Users
Create & Edit User IDs
General
View Settings
Manage Work Orde ...
Manage Work Order Requests
@Copyright 2008-2016 Version 4.3.2 Privacy Policy
General
Item Database
Edit Labour Rates
Item Database Tools...
Manage Lists
Manage Suppliers
Locations
Location Groups
Manage Work Orders
Work Order Groups
Work Order Reasons
Work Order Reason Groups
Work Order Status Options
Add Work Order Request
Manage Work Order Requests
Employees
Employee Groups
Edit Tag Lists
Upload Tag List
Users
User Groups
Profiles
Data Transfers
Change Email
Change Password
Change To Out of Office
Welcome admin [Logout]
Royal
Tofino Resource Management Suite
Home Procurement Inventory Assets Documents Reports Administration Help
E d i t U s e r s ( R o y a l )
Group - All - Search Search View All
|< < Page: 1/2 > >| Show Vending Show Inactive Add User Page Length: 20
Action User ID Name Title Contact Email Phone Last Login Purchase
1Approver Not Master Approver info@tofinosoftware.com Bike Event 12/3/2014 10:48:52 AM Unlimited
1Inv_Control Inv Control Inv Control regina.a.burris@null.com 678-999-8212 3/21/2014 7:55:05 AM 0
1Picker Pic Ker Picker Diamondbeys1@null.com 330-281-8004 3/21/2014 8:22:49 AM 0
1Receiver Re Ceiver Receiver Melissa.keays@null.com 347-489-4608 3/21/2014 8:23:03 AM 0
1ShopFloor Shop Floor Shop Floor clttopcuttooling.energy@null.com 704-867-5309 4/1/2014 9:13:57 AM 0
1Store_Mgr Store Mgr Store Mgr reginabug@null.com 853-3937 5/18/2015 4:58:28 PM 0
1Supervisor Super Visor Supervisor hkmatrix.energy@null.com 803-777-9311 3/21/2014 8:24:37 AM 1000
1Sys_Adm Sys Adm Sys Adm regina.burris@null.com 842-3089 4/1/2014 9:15:21 AM 0
2468 Jenn User General User jenn.user@null.com 704-571-8306 3/28/2014 8:27:55 AM 0
admin Jeff P Plant Manager jeffp@tofinosoftware.com 555-1212 7/21/2015 5:09:58 PM Unlimited
apple apple@apple1234.com 12/3/2014 2:27:52 PM 0
bob Bob Goodbob plant 2 admin purchasing info@tofinosoftware.com PWD=bob2015 7/21/2015 10:52:46 AM Unlimited
buyer Barb Buyer Buyer info@tofinosoftware.com 704-571-1234 7/11/2015 6:59:14 PM Unlimited
counter Carly Counter Cycle Counter counter@tofinosoftware.com 704-571-1234 3/16/2014 10:17:49 AM 0
crib John Smith Crib DistributorCrib@tofinosoftware.com 555-1212 6/5/2015 10:01:09 AM Unlimited
danitar Danita Rucker Team member danita.rucker@null.com 704-571-1234 3/26/2014 3:04:07 PM Unlimited
facility facility@facility.com 1/15/2013 9:52:14 AM 0
ian Ian igraham@null.com 5/19/2013 1:10:05 PM Unlimited
jd1 jd1@jd1.com 1/30/2015 12:44:43 PM Unlimited
jd2 jd1@jd2.com 1/28/2015 1:08:21 PM Unlimited
40 items
@Copyright 2008-2015 Version 4.3.1 Privacy Policy
Tofino Software @Copyright 2008-2015
Group
Type
Status
- All -
- All -
- All -
In/Out
Sort By
Search
- All -
User ID Asc
Search View All
|< < Page: 1/2 > >| Page Length: 50
Welcome admin [Logout]
Royal
Tofino Resource Management Suite
Home Procurement Inventory Assets Documents Reports Administration Help
E d i t U s e r s ( R o y a l )
Add User
Action User ID Name Email Phone Last Login Purchase Active Out
1Approver Not Master info@tofinosoftware.com Bike Event 12/3/2014 10:48:52 AM Unlimited Yes No
1Buyer Bu Yer melissa.keays@null.com 606-0842 3/20/2014 6:04:46 PM Unlimited No No
1Inv_Control Inv Control regina.a.burris@null.com 678-999-8212 3/21/2014 7:55:05 AM 0 No No
1Picker Pic Ker Diamondbeys1@null.us 330-281-8004 3/21/2014 8:22:49 AM 0 Yes No
1Receiver Re Ceiver Melissa.keays@null.com 347-489-4608 3/21/2014 8:23:03 AM 0 Yes No
1ShopFloor Shop Floor clttopcuttooling.energy@null.com 704-867-5309 4/1/2014 9:13:57 AM 0 Yes No
1Store_Mgr Store Mgr reginabug@null.com 853-3937 5/18/2015 4:58:28 PM 0 No No
1Supervisor Super Visor hkmatrix.energy@null.com 803-777-9311 3/21/2014 8:24:37 AM 1000 No No
1Sys_Adm Sys Adm regina.burris@null.com 842-3089 4/1/2014 9:15:21 AM 0 No No
2468 Jenn User jenn.user@null.com 704-555-1212 3/28/2014 8:27:55 AM 0 No No
84438 - Peco(MB00668)-1 VENDNOVATION-23-1-0@tofino1.com 1/28/2014 2:08:02 AM 0 Yes No
admin Jeff P jeffp@tofinosoftware.com 555-1212 9/5/2016 1:41:41 PM Unlimited Yes No
bob Bob Goodbob info@tofinosoftware.com PWD=bikeevent 10/8/2015 6:26:41 PM 0 Yes No
brettg Brett Gallagher brett@null.com 8/20/2013 6:12:19 AM Unlimited No No
buyer Barb Buyer info@tofinosoftware.com 704-571-1234 7/11/2015 6:59:14 PM Unlimited Yes No
counter Carly Counter counter@tofinosoftware.com 704-571-1234 3/16/2014 10:17:49 AM 0 No No
crib John Smith jeffp@tofinosoftware.com 7/28/2016 3:29:25 PM 0 Yes No
danitar Danita Rucker danita.rucker@null.com 704-571-1234 3/26/2014 3:04:07 PM Unlimited No No
dryrain Ed & Geoff edward@dryraintechnologies.com 5/3/2016 4:06:22 PM Unlimited No No
e04229 Michele Smedberg msmedberg@null.com 8/15/2014 1:22:41 PM Unlimited No No
facility facility@facility.com 1/15/2013 9:52:14 AM 0 No No
hartmut Hartmut harhein@null.de 7/18/2014 10:43:59 AM Unlimited No No
Help Help@help.com 7/27/2016 11:23:28 AM 0 Yes No
Horizon Horizon House horizon@horizon.com 7/21/2016 9:52:05 AM 0 Yes No
ian Ian igraham@null.com 5/19/2013 1:10:05 PM Unlimited No No
jd1 jd1@jd1.com 1/30/2015 12:44:43 PM Unlimited No No
jd2 jd1@jd2.com 1/28/2015 1:08:21 PM Unlimited No No
jeffp George Smith jeffp@tofinosoftware.com 10/8/2015 6:42:49 PM Unlimited No No
jeffpp Bob Le Bob Jeffp@tofinosoftware.com 1/24/2013 12:17:16 PM Unlimited Yes No
Jim Night Shift jeffp@dcrib.com 2/17/2014 11:23:54 AM 0 Yes No
Joe Joe consignedOnly jeffp@tofinosoftware.com Bike thing 8/9/2016 10:21:05 AM 0 Yes No
Joe1 Joe Goodson jeffp@tofinosoftware.com 7/26/2016 12:01:42 PM 90000 Yes No
johns John Spring johns@tofinosoftware.com 647-785-1379 8/23/2016 11:44:00 AM Unlimited Yes No
kevinsmith Kevin Smith kevin@loudlinks.ca 555-1212 5/20/2014 10:58:00 AM Unlimited No No
Leak Test (LeakTest)-1 VENDNOVATION-1-1-0@tofino1.com 12/7/2013 12:37:43 PM 0 Yes No
ledcor Ledcor Person jeffp@tofinosoftware.com 7/29/2015 1:42:00 PM 600 No No
Locations Locations Locations@locations.com 6/22/2016 12:59:36 PM 0 Yes No
User ID
Password
Confirm
Based on
admin
•••••••••••••••••
•••••••••••••••••
Name
Phone
Title
jeffp@tofinosoftware.com
Jeff P
555-1212
Plant Manager
Copy From
Created
Active
Out ofoffice
1Approver (Not Master) Copy
1/7/2009 6:53:06 PM
Permission Value
Master
Reports
Suppliers
Products
Inventory
View inventory at all locations
Cycle counts
Assets
Employees
Orders
Purchase
Issue
Return items
Receive orders
Receive approval request emails
Purchasing limit
Requisitions
RFQs
Work Orders
Close work order
Edit work order close date
Manage templates
Receive notifications on completion
Receive approval request emails
Manage Work Order Requests
Add Work Order Request
Add Work Order Request Only
Forms
Form builder
No Yes
No Yes
None View Edit
None View Edit
None View Edit
No Yes
No Yes
None View Edit
None View Edit
None Own All
No Yes
No Yes
No Yes
No Yes
No Yes
None Unlimited Value
None Own All
None Own All
None Own All
No Yes
No Yes
No Yes
No Yes
No Yes
No Yes
No Yes
No Yes
None Own All
No Yes
Update Cancel Create Employee
User Record
Authorizations Locations Groups Approvals Data Entry
Individual Profile
Info (968) : Master Administrator authorization is required toperform the following functions:
Edit General SettingsEdit UsersEdit ProfilesEdit LocationsManage SuppliersData Transfers
If a user does not have a sufficient Purchasing Limit, the order will not be sent directly to the distributor. Instead, the order will be placed in a “Pending” state and a notification email will be sent to an administrator that does have a sufficient Purchasing Limit. The Purchaser can then sign on to the system and review/approve the order and send it to the distributor. Users must also be authorized for locations in order to approve/send orders for that location. If an order spans multiple locations, users must be authorized for all locations on the order.
Group
Type
Status
- All -
- All -
Active
In/Out
Sort By
Search
- All -
User ID Asc
Search View All
|< < Page: 2/2 > >| Page Length: 20
28 items
Welcome admin [Logout]
Royal
Tofino Resource Management Suite
Home Procurement Inventory Assets Documents Reports Administration Help
E d i t U s e r s ( R o y a l )
Add User
Action User ID Name Email Phone Last Login Purchase Active Out
receiver Rob Receiver receiver@tofinosoftware.com 704-571-1234 3/16/2014 10:12:56 AM 0 Yes No
rfq jeffp@tofinosoftware.com 2/28/2015 1:09:02 PM Unlimited Yes No
shop Joe Shop shop@shop.com 9/7/2015 10:09:37 AM 0 Yes No
shopfloor Shop Floor shop@tofinosoftware.com 714-571-1234 3/18/2014 1:51:46 PM 0 Yes No
Soda Steve L sluteran@trumbull.com 3/11/2016 1:16:11 PM Unlimited Yes No
tech2 jeffp@tofinosoftware.com 6/16/2016 3:04:36 PM 0 Yes No
vendingmaster John De Vending Jeffp@tofinosoftware.com 1-555-1212 1/25/2015 7:22:01 PM Unlimited Yes No
vmi Best VMI Person jeffp@tofinosoftware.com 3/6/2016 2:42:24 PM Unlimited Yes No
@Copyright 2008-2016 Version 4.3.2 Privacy Policy
User ID
Password
Confirm
Based on
tech2
•••••••••••••••••
•••••••••••••••••
Name
Phone
Title
jeffp@tofinosoftware.com Copy From
Created
Active
Out ofoffice
1Approver (Not Master)
6/16/2016 2:57:00 PM
Authorized Locations
Akron
- All -
Add
Remove
Update Cancel Create Employee
User Record
Authorizations Locations Groups Approvals Data Entry
Individual Profile
Group
Type
Status
- All -
- All -
- All -
In/Out
Sort By
Search
- All -
User ID Asc
Search View All
|< < Page: 1/2 > >| Page Length: 50
Welcome admin [Logout]
Royal
Tofino Resource Management Suite
Home Procurement Inventory Assets Documents Reports Administration Help
E d i t U s e r s ( R o y a l )
Add User
Action User ID Name Email Phone Last Login Purchase Active Out
1Approver Not Master info@tofinosoftware.com Bike Event 12/3/2014 10:48:52 AM Unlimited Yes No
1Buyer Bu Yer melissa.keays@null.com 606-0842 3/20/2014 6:04:46 PM Unlimited No No
1Inv_Control Inv Control regina.a.burris@null.com 678-999-8212 3/21/2014 7:55:05 AM 0 No No
1Picker Pic Ker Diamondbeys1@null.us 330-281-8004 3/21/2014 8:22:49 AM 0 Yes No
1Receiver Re Ceiver Melissa.keays@null.com 347-489-4608 3/21/2014 8:23:03 AM 0 Yes No
1ShopFloor Shop Floor clttopcuttooling.energy@null.com 704-867-5309 4/1/2014 9:13:57 AM 0 Yes No
1Store_Mgr Store Mgr reginabug@null.com 853-3937 5/18/2015 4:58:28 PM 0 No No
1Supervisor Super Visor hkmatrix.energy@null.com 803-777-9311 3/21/2014 8:24:37 AM 1000 No No
1Sys_Adm Sys Adm regina.burris@null.com 842-3089 4/1/2014 9:15:21 AM 0 No No
2468 Jenn User jenn.user@null.com 704-555-1212 3/28/2014 8:27:55 AM 0 No No
(MB00668)-1 VENDNOVATION-23-1-0@tofino1.com 1/28/2014 2:08:02 AM 0 Yes No
admin Jeff P jeffp@tofinosoftware.com 555-1212 9/5/2016 1:41:41 PM Unlimited Yes No
bob Bob Goodbob info@tofinosoftware.com PWD=bikeevent 10/8/2015 6:26:41 PM 0 Yes No
brettg Brett Gallagher brett@null.com 8/20/2013 6:12:19 AM Unlimited No No
buyer Barb Buyer info@tofinosoftware.com 704-571-1234 7/11/2015 6:59:14 PM Unlimited Yes No
counter Carly Counter counter@tofinosoftware.com 704-571-1234 3/16/2014 10:17:49 AM 0 No No
crib John Smith jeffp@tofinosoftware.com 7/28/2016 3:29:25 PM 0 Yes No
danitar Danita Rucker danita.rucker@null.com 704-571-1234 3/26/2014 3:04:07 PM Unlimited No No
dryrain Ed & Geoff edward@dryraintechnologies.com 5/3/2016 4:06:22 PM Unlimited No No
e04229 Michele Smedberg msmedberg@null.com 8/15/2014 1:22:41 PM Unlimited No No
facility facility@facility.com 1/15/2013 9:52:14 AM 0 No No
hartmut Hartmut harhein@null.de 7/18/2014 10:43:59 AM Unlimited No No
Help Help@help.com 7/27/2016 11:23:28 AM 0 Yes No
Horizon Horizon House horizon@horizon.com 7/21/2016 9:52:05 AM 0 Yes No
ian Ian igraham@null.com 5/19/2013 1:10:05 PM Unlimited No No
jd1 jd1@jd1.com 1/30/2015 12:44:43 PM Unlimited No No
jd2 jd1@jd2.com 1/28/2015 1:08:21 PM Unlimited No No
jeffp George Smith jeffp@tofinosoftware.com 10/8/2015 6:42:49 PM Unlimited No No
jeffpp Bob Le Bob Jeffp@tofinosoftware.com 1/24/2013 12:17:16 PM Unlimited Yes No
Jim Night Shift jeffp@dcrib.com 2/17/2014 11:23:54 AM 0 Yes No
Joe Joe consignedOnly jeffp@tofinosoftware.com Bike thing 8/9/2016 10:21:05 AM 0 Yes No
Joe1 Joe Goodson jeffp@tofinosoftware.com 7/26/2016 12:01:42 PM 90000 Yes No
johns John Spring johns@tofinosoftware.com 647-785-1379 8/23/2016 11:44:00 AM Unlimited Yes No
kevinsmith Kevin Smith kevin@loudlinks.ca 555-1212 5/20/2014 10:58:00 AM Unlimited No No
Leak Test (LeakTest)-1 VENDNOVATION-1-1-0@tofino1.com 12/7/2013 12:37:43 PM 0 Yes No
ledcor Ledcor Person jeffp@tofinosoftware.com 7/29/2015 1:42:00 PM 600 No No
Locations Locations Locations@locations.com 6/22/2016 12:59:36 PM 0 Yes No
User ID
Password
Confirm
Based on
admin
•••••••••••••••••
•••••••••••••••••
Name
Phone
Title
jeffp@tofinosoftware.com
Jeff P
555-1212
Plant Manager
Copy From
Created
Active
Out ofoffice
1Approver (Not Master) Copy
1/7/2009 6:53:06 PM
Work Order
Employee
Asset
Traveler ID
Cost Center
GL code
Job Number
Destination
Override Defaults Issue Purchase Asset
Update Cancel Create Employee
User Record
Authorizations Locations Groups Approvals Data Entry
Individual Profile
Data Entry Tags are additional information that can be associated with each issue or order item or asset transaction.
Primary tags can be linked to pre-configured values that are managed by selecting the relevant choice from the Settings menu.
Regular tags (such as Tag A, Tag B etc) are free form entry and, if enabled, can be entered while creating an issue or order transaction to associate any relevant data with the transaction.
Enter the tag labels in singular form, for example Employee or Cost Center. The system will pluralize where required.
Each tag can be enabled for use with issue or order items, asset tracking or both.
The default settings can be changed on a per-user basis by editing the User settings
Welcome admin [Logout]
Royal
Tofino Resource Management Suite
Home Procurement Inventory Assets Documents Reports Administration Help
H o m e
Customize
Orders
Issue/Order
Scan items and create orders
Manage Orders
View/Receive prior orders
Manage Requisiti ...
Manage Requisitions
Assets
Manage Assets
Manage your asset database ofcheckin/checkout inventory
Work Orders
Create Work Order Reports
Add Work Order R ...
Add Work Order Request
Products
Item Database
Edit Product Database
Print Labels
Print Barcode Labels
Inventory
Manage your product inventory
Reports
Usage Report
Create Order Reports
Transaction Repo ...
Transactions
Work Order Compl ...
Work Order Completion Report -Summary
Settings
Employees
Edit Employee Settings
Locations
Edit Location Settings
Suppliers
Edit Suppliers
Users
Create & Edit User IDs
General
View Settings
Manage Work Orde ...
Manage Work Order Requests
@Copyright 2008-2016 Version 4.3.2 Privacy Policy
General
Item Database
Edit Labour Rates
Item Database Tools...
Manage Lists
Manage Suppliers
Locations
Location Groups
Manage Work Orders
Work Order Groups
Work Order Reasons
Work Order Reason Groups
Work Order Status Options
Add Work Order Request
Manage Work Order Requests
Employees
Employee Groups
Edit Tag Lists
Upload Tag List
Users
User Groups
Profiles
Data Transfers
Change Email
Change Password
Change To Out of Office
The access level for a user can be based on individually assigned settings (the default) or can be based on the settings associated with one or more profiles. If the user settings are to be based on profile settings then a Profile tab will be displayed and all fields on all other tabs will be disabled, given the user settings will be determined based on the amalgamation of settings assigned to the selected profile(s).If the user settings are to be profile-based, and more than one profile is assigned to the user, conflicts can potentially occur. One of the assigned profiles may grant the user access to a function while another assigned profile may deny it. These sorts of conflicts will be resolved based on the setting on the Customer Settings page indicating how multiple user profiles are to be combined.
Creating profile permission settings is similar but not identical to creating User settings, please follow the instructions.
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