Introduction
To select and export Sales Persons / Purchasers, follow the standard procedure explained in the overview article on exporting basic data.
Relevance for Handyman
- Sales Persons / Purchasers are imported into Handyman as users for Handyman Office.
- Users are exported to Handyman with the role "Official in Charge".
- The User ID required for logging into Handyman Office is set to the Code of the Salesperson / Purchaser.
- No password is set.
Further configuration in Handyman Office
If the person should be able to use Handyman Office, you need to:
- Assign the user to a department. Departments are not exported from BC because there is no equivalent in BC for a Handyman department.
- Assign a license for Handyman Office to the Salesperson / Purchasers exported from BC.
In addition, you can apply further configurations such as:
- Assign the Role "System Administrator"
- Change the Role to "Department Official in Charge"
- Assign user Profiles
- Limit access to data from selected departments
- Change the language
- Set a password (if required)
For more information, refer to the article about user configuration.