Employee Input Fields

Password

Each employee must have a Password to log in to Smart-IT.

When creating an employee, assign a password and link the employee to a Security Group.

Employees can change their own password later by going to: Employee > Change My Password

How Do I Reset a Lost Employee Password?

If an employee has lost their password:

1. On the Smart-IT login screen, double-click the SI+ logo.

2. Smart-IT will request a Day Pass.

3. Contact Smart-IT Support to obtain the required Day Pass.

4. Enter the Day Pass.

5. Go to the Employee Form and change the employee's password.

Important: The Day Pass is obtained from Smart-IT Support.

Security Group

Select the Security Group to which the employee belongs.

Every employee must be assigned to a Security Group.

The Security Group determines which areas and functions of Smart-IT the employee is permitted to access.

Employee Email Address

Employee Email Address

Enter the employee's email address.

The employee's email address is used to send the employee's pay slip by email.

Fingerprint Registration

Fingerprint Registration

Smart-IT can use employee fingerprints for employee identification and attendance tracking.

Employees can register their fingerprints and use fingerprint identification to clock in and clock out.

Fingerprint registration is used in:

1. Employee Registration – Fingerprints are enrolled on the Employee Form.

2. Clock In/Out Module – Employees use their registered fingerprint to clock in and clock out.

At  Login

At Login

The At Login options determine which forms automatically open when an employee logs in to Smart-IT.

Open Invoice

Select Open Invoice if the Invoice Form should automatically open after the employee logs in.

Open Only Invoice

Select Open Only Invoice if the Invoice Form should open automatically and the normal Smart-IT menu options should be disabled.

This option is useful when an employee should have access to invoicing only.

Open Dashboard

The automatic opening of the Dashboard is managed from the Employee form. To configure this setting:

1. Open Employee Lookup.

2. Select the desired employee.

3. Right‑click and choose Open Employee.

4. In the employee record, check Open Dashboard to enable automatic dashboard opening, or clear the checkbox to disable it.”

Note: The employee must have permission to access (security rights) the Dashboard

Open Touch Invoice

Select Open Touch Invoice if the Touch Invoice form should automatically open after the employee logs in.

Open Only Touch Invoice

Select Open Only Touch Invoice if the Touch Invoice form should automatically open and the remaining Smart-IT menu options should be disabled.

This option is useful when an employee should have access to the Touch Invoice screen only.

Auto Logout

Auto Logout

Auto Logout automatically logs an employee out of Smart-IT after a specified period of inactivity.

Configure the logout duration and choose whether open forms should close in the Employee Options form.

Example

If Auto Logout is set to 15 minutes, the employee will automatically be logged out after 15 minutes without activity.

Info Block Fields

Employee Input Fields Explained

Employee Default Branch

Select the Branch to which this employee belongs.

The Employee Default Branch is used together with the Multi-Warehousing Module.

If the employee creates transactions such as:

▪Invoices

▪Journal entries

▪Other branch-related transactions

the selected branch will be used as the default branch.

Employee Warehouse

Employee Warehouse

Select the Warehouse to which the employee belongs.

The selected warehouse is used as the employee's default warehouse where applicable.

Customer Conversation About

The Customer Conversation About setting determines the default About value when the employee adds a conversation from the Main Customer Form.

When the employee adds a customer conversation, the About column will automatically use the selection assigned to that employee.

The available About fields are maintained under: Company > Extra >Table Maintenance

Minimum Price Level

Minimum Price Level

Minimum Price Level determines the lowest price level that an employee is permitted to use when creating transactions such as:

•Invoices

•Quotes

•Other sales documents where pricing is applicable

Select the minimum price level the employee is allowed to give to customers.

See also Price Options