User setting Flashcards

1
Q

1003 How should manager do if Field Staff are resigned company?

A

Manager can delete the user in user settings.

The Field Staff will be automatically logged out if he is online and cannot login again. He will be treated as inactive user and will not be shown in the future data of all reports in SENRI.

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2
Q

1060 Can Field Staff delete record?

A

“The records bellow cannot be deleted on app but other records can be deleted. The deleted item can be checked on web.†
Schedule has different settings about deletion, so please check separately.

  • Company report
  • Competitor report
  • Delivery record (delivered item)
  • All master list
    • SKUs
    • Customers
    • Tier/Customer Type
    • Region

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3
Q

1082 Why am I not seeing the bottom to add new field staff?

A

You have reached maximum number of licences. Please contact to PIC.

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4
Q

1083 Can we assign users to multiple user groups?

A

Web user: Possible
App user: Not possible

Managers can choose either allow or restrict Field Staff at the following these steps.
Admin Console > Users
Click the user whichi you want to assign to multiple user groups.
Check the user group and save.

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5
Q

1088 What’s happened if I delete a user?

A
  • Past records remain active.
  • Field staff name will be hidden from dashboard and reports except the period when he worked
  • Field staff is forced to logout and cannot login again.
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6
Q

1110 What kind of application do we expect for “news” function?

A

To share the notifications to all FS. Typically, managers want to send promotional information / price change / new products released.

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7
Q

1114 When should manager need to use page access settings?

A

When there are multiple managers, leaders or supervisor have different authorities to access to SENRI information.

For example, supervisor do not have authority to edit transactions but view transactions. Some leaders do not have authority to view payment status of each customers etc.

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8
Q

1129 What’s happen when user is assigned to user group?

A

By assigning users to user group, only the information of the assigned group can be accessed by them on both web and mobile app.

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9
Q

1190 To what extent can SENRI be customized for each customer?**

A

We have more than 50 settings in total. You can customize customer categorization or right given to field staff so you can customize how you use SENRI.
We are also open to feedback from client.

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10
Q

1221 What notifications are available for web users?

A

Web users can receive following email notifications when confirmed email address is registered in user settings.
Weekly Report
Daily Report
Stock Request: Stock request function need to be enabled
New Order: Sales function need to be enabled
Order Approved: Multi approval function need to be enabled
Late First Checkin: Minimum First checkin time must be set
New Comment

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11
Q

1225 Why am I not receiving email?

A

There are some possibilities.

  1. Email address is not registered
    * Register email address in user settings and confirm it
  2. Wrong email address is registered
    * Check your email address in user settings. If it’s wrong, delete email address and enter it again
  3. Email address is not confirmed
    * Check email address in users settings. If there is the alert that email address is not confirmed, delete email address and enter it again
  4. Email is in spam folder
    * Check spam folder in your mail box
  5. Email becomes bounce mail
    * If correct email address is registered and confirmed, contact to CS team.
  6. Email was unsubscribed
    * If you have unsubscribed email from SENRI, no email will be delivered. Please contact to CS team.
  7. Issues on your server or mail box
    * Emails from SENRI are sent from SENRI’s mail server and go through your mail server to your inbox.
    Emails from SENRI are not delivered due to either a problem with your mail server or a problem with your inbox.
    The most common cases are as follows
    - Your inbox or mail server is full
    - The content of the email is being filtered by your mail server
    - Your mail server is blocking the IP address of the SENRI mail server

Check if you are receiving non-SENRI mail (preferably from a different domain and server). If you are not receiving non-SENRI email as well, then talk to your company’s IT person.

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12
Q

1290 Why default delivery status cannot be changed from Ordered to Delivered?

A

To make default status “Delivered” from “Ordered”, Delivery assignment and OTP verification settings must be disabled.

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