Operators are available across all companies, while contacts are company-specific. For this reason, operators are created as contacts in all companies.

This indicates the descriptive name assigned to the operator.

This indicates the name used by this operator to log in to the network.

If you enabled the option: Use network user name (System Setup) then SYSPRO assumes that the operator code is the same as the network user name and inserts the network user name automatically in this field when you save the operator settings.

You enter the network user name if you want the operating system to authenticate the operator.

This indicates the primary group to which this operator belongs. This cannot be the same as a Subgroup already defined against the operator.

Groups enable you to categorize operators, selectively indicating modules and programs they are allowed to access. Groups are configured using the Operator Group Maintenance program.

When establishing an operator's level of access to a program, the system allows access if any of the groups allow access to the program.

Access to a program is Denied only if all the groups to which the operator belongs deny access to that program (see Subgroup considerations in the Notes and warnings section).

This address can be used by the Event Management program when you define an event type as email and select the Notify user option or when you select the event Requisition routed to another user.

This indicates the name used to validate the operator's access to SYSPRO, if the company is defined as a SQL Server based company (Company Maintenance - Database and Data Paths tab) and you indicated that you require SQL Server authentication (System Setup - Database tab).

If you indicated that you require NT authentication (System Setup - Database tab), then the operator login and password required to access SYSPRO is the network login id that is authenticated by Windows NT.

Indicates that the accounting date and time must be set to the operating system date when this operator accesses SYSPRO. Otherwise the SYSPRO company date is used.

In a client/server environment, setting the accounting date to the system date ensures that all clients connecting to the server use the same date and time (for those operators that have this option enabled).

Bases the accounting date on the system date of the client workstation instead of the server (typically used if the geographic locations of the client and the server affect the dates).

When this option is enabled, the client date is used for business objects invoked by VBScripts run from the client machine.

	All transactions are relative to the server time (i.e. all times on reports and transactions are always the server time).

Enables operators to use a specific default date for transactions which remains valid until the operator exits from SYSPRO, or selects a different date.

Enables the operator to change the company date in SYSPRO and (providing the operator is allowed to change the temporary company date).

Enables more than one person to use the same operator code at the same time (e.g. several administrators sharing an account, or several operators using an account as a guest).

	Enabling this option prevents you from setting Report designer and Analytics viewer options for the operator, and vice versa. This option does not apply to e.net Solutions as licensing for e.net is per operator code (i.e. you cannot allocate more than one session per operator code).

Notifies the administrator (via the Message Inbox facility) when the operator code is used more than once at the same time (if concurrent use of the operator code is disabled).

Allows an operator to log into a SYSPRO company despite logins being prevented for that company (Company Maintenance).

This is useful for operators who do not have system administrator privileges, but require access to resolve a problem (e.g. an automated task prevents operators from logging in until the task is complete, but the task fails and the operator needs to access the system).

Indicates the SYSPRO companies to which the operator is allowed/denied access.

Allows the operator to fax documents (e.g. purchase orders, sales order and statements) from within the system, as well as email any SYSPRO report from within the system.

If the Office Automation and Message module is not installed, then you can only bulk email/fax statements using the Statement Print program and fax/email SRS reports.

Indicates the rate at which the system must notify the operator of its progress when producing reports and running batch programs.

You can set the tickover according to a record count (i.e. the number of rows processed) or a time period (i.e. the number of minutes or seconds that have elapsed).

	The tickover is suppressed regardless of your setting here if a trigger is used to generate a customized report (see Trigger Programs). In a client/server environment, setting a low tickover can compromise the performance of your system. Consider using SYSPRO's Print Preview facility to review the output from a report before actually printing the document.

It affects the preview of non-SRS reports and, in some cases, the display of text in the Notepad Editor (Notepad Editor).

Espresso user licenses are allocated using the Espresso User Licenses program.

Enables the operator to create new reports using SYSPRO Reporting Services (SYSPRO Reporting Services) and to design new SRS document templates (SRS Document Print Setup).

You cannot access this option if concurrent use of the operator code is enabled (the license conditions for the SRS Report designer requires that only specific operators can use the designer).

The number of report designers and the number of designer seats is used to determine the number of users who may access the Report Designer function of SYSPRO Reporting Services concurrently (i.e. if you are licenced for two Designer seats, then you can only select this option for two operators).

If you enable this option, ensure that the Crystal Designer has been installed on the operator's client machine, otherwise the operator cannot design SRS reports. Irrespective of the number of report designers licensed, only one SRS document format can be modified at a time. There is one XML document in BASE\ReportingCustomized\DocumentControl\Documents.XML that contains all the meta data on SRS document formats and XML does not support multiple edits to the same file. You can, however, maintain multiple SRS reports as each report has its own report control xml file.

You cannot access this option if concurrent use of the operator code is enabled.

Enables the operator to define the layout of docking panes or configure list views and data grids (see Customization Management).

If this option is enabled for multiple users, only one operator at a time can access the Design UI Layouts function.

	This option also determines whether SRS Menus, Templates and Forms can be defined, copied and saved by operator role.

The option is disabled if the operator has administrator rights.

Only the licensed number of operators configured as 'CMS only' operators can access SYSPRO concurrently.

This cannot be enabled for operators with Administrator rights.

The option is disabled if the operator has administrator rights.

Numeric fields output by the SYSPRO Report Writer will use the decimal character specified here.

SYSPRO graphs use the Decimal and Digit grouping symbols configured within your Region and Language settings to format the numbers displayed.

SYSPRO Analytics Viewer uses the Region and Language settings for currency values.

Variables have been added to the System Information section of all SRS reports to indicate the number of decimals to display (DecimalsToDisplay) and the decimal character to use (DecimalCharacter). This, in conjunction with the SeparatorToUse variable can be used to format reports to meet your requirements.

	In a client/server environment, the character you indicate here must be the same as the one defined in your Region and Language settings, otherwise incorrect values may be saved when processing transactions in SYSPRO.

Defines a delimiter for numeric values over 999.00 for this operator (e.g. a value of 123456789.12 is displayed as 123,456,789.12). This affects every numeric field (e.g. values, costs, prices, quantities, unit of measure conversion factors, currency conversion factors, etc.).

Indicates the number of decimals you want to use for numeric values for this operator.

An entry of zero removes decimals from values in entry and display/print fields.

Regardless of your setting here, values are always held to two decimal places.

Free-format stationery assumes a minimum of two decimals for any Price field, and three decimals for any Inventory Unit cost field.

The option: Maximum decimals to show for price/cost (System-wide Personalization) controls the number of decimal zeroes displayed in price and cost list view columns.

Indicates the default requisition user that must be used for this operator within the Requisition Entry, Requisition Create Purchase Orders and Requisition Stores Issues and Transfers programs.

You can use the eSignature PO Requisition change user (Electronic Signatures) or the operator activity PO Req change user (Security Activities) to enforce the use of the default requisition user defined here.

See alsoRequisition System Introduction.

Indicates the default counter sales customer that must be used for this operator within the Sales Order Entry and Point of Sale Entry programs.

If left blank, then the default customer code defined against the Counter sales default option (Sales Order Setup) is used.

Indicates the default job classification that must be used for this operator.

You must enter a valid job classification if your job numbering method is by job classification (WIP Setup) and you use the Requirements Calculation program.

When this is not defined, the Default warehouse defined against the Company is used (Company Maintenance).

Indicates whether a timeout facility is required for this operator against SYSPRO menus and Query programs.

This can be used to prevent the unauthorized usage of an operator's code when, for example, the operator is away from the computer.

Logs the operator out automatically when the timeout period is exceeded (providing the operator was not logged into a program from within another program - in which case the operator is returned to the calling program and not logged out of SYSPRO).

Review the Notes and warnings section for role-based considerations.

Indicates the number of times the operator can incorrectly enter the password before being locked out of the system. This defaults to unlimited, but can be between 1 and 9 failed login attempts. This does not apply to e.net Solutions.

Indicates whether a lock has been set against the operator (i.e. the operator will be unable to load SYSPRO). Review the Notes and warnings section for deletion considerations.

Indicates you do not want the password for this operator to ever expire, regardless of any other password settings.

If you are editing your own warehouse restrictions, then you are only able to select those warehouses to which you have access.

	For security purposes, the Warehouse to use field on the Inventory record is not validated. The warehouse access control does not apply when browsing on warehouses in the Dispatch Notes program or when printing dispatch notes using the Document Print program.

The access level defined here also applies to customer and account information within the SYSPRO Contact Management System.

If you are editing your own AR branch restrictions, you are only able to select those branches to which you have access.

	Although operators are not prevented from processing an SCT in the Sales Order Entry program when they are denied access to the target warehouse branch, they are prevented from creating normal sales orders for a branch to which they are denied access.

The access level defined here also applies to supplier information within the SYSPRO Contact Management System.

If you are editing your own AP branch restrictions, you are only able to select those branches to which you have access.

If you are editing your own bank restrictions, you are only able to select those banks to which you have access.

Operators who are denied access to a job classification will be unable to:

When defining a list of account types, you can configure up to 20 account types to be allowed/disallowed per operator. Review Security considerations within the Notes and warnings section.

Up to 20 account types can be allowed/disallowed per operator.

Up to 20 contact classes can be allowed/disallowed per operator.

Up to 20 contact types can be allowed/disallowed per operator.

Up to 20 contact categories can be allowed/disallowed per operator.

Up to 20 contact territories can be allowed/disallowed per operator.

A tick in this column indicates the operator has been assigned to the role.

If more than one role is enabled for an operator, then the operator can switch between these roles using the Switch Role option from the SYSPRO Desktop (SYSPRO Ribbon bar->Home).

A tick in this column indicates that this is the primary role for the operator.

The Primary Role is the default role used when the operator logs in to SYSPRO.

Indicates the theme that must be applied to web pages generated by the SYSPRO Internet applications for this operator.