How to: Create Pharmacy Users

The setup for a Pharmacy user is similar to the Retail User setup. Before a Pharmacy User is created, the user must exist as a Retail User. Every Pharmacy User must be linked to a Prescription Terminal.

To create a pharmacy user

  1. Click the icon, enter Pharmacy User List, and select the relevant link.
  2. Click the New action.
  3. In the Pharmacy User page, fill in the fields as needed.

The tables below list and describe the fields in the FastTabs in the Pharmacy User page. The links below are shortcuts to the FastTab descriptions:

General FastTab

Field Description
Code Here you give the pharmacy user a code for login. The code should be numeric.
User ID Here you select the user. If the user does not exist, you create one.
User Type Here you select what kind of user this is. The options are:
  • Pharmacy User
  • Terminal
  • Both
First Name The pharmacy user's first name.
Last Name The pharmacy user's a last name.
Short Name Here you can give the pharmacy user a short name, if needed.
Logs on Automatically Select this check box, if you want the system to log the pharmacy user in automatically. The check box is connected to the retail user. This option works only if the value in the Staff Type field is Pharmacist.
Prescription Terminal No. Here you link the pharmacy user to a prescription terminal. It is enough to have one prescription terminal that all pharmacy users are linked to.
Staff type Here you select what type of staff applies to the user. The options are:
  • blank
  • Pharmacy staff
  • Pharmacist
Data Permission Group Here you can select if the pharmacy user belongs to a Data Permission Group. See How to: Create Pharmacy Permissions for more details.
User ID Created By Here you can type the name of the person who created the pharmacy user.
Last Modified The date when the Pharmacy user was last modified.
Last Active Date time The date and time when the pharmacy user was last logged in.
Active on Terminal Here you can see if the pharmacy user is currently active on a prescription terminal.

Retail POS FastTab

Field Description
Store No. Here you assign a store for the user. Empty field equals all stores.
POS Terminal Here you assign a POS terminal for the user
Permission Group Here you assign a Retail Permission group to the user.

Login

Field Description
Password Here you create a password for the pharmacy user.
Change Password Used to determine if the system requires the user to change the password. Click the Change Next Login action to toggle the function of this check box.
Password Date The date when the password was last changed.
PIN Code for Login Here you enter a PIN code for the pharmacy user's login.

Pharmacy User Role

Field Description
Role Code Here you select the role code for the pharmacy user, for example Pharmacist.
Description The description of the pharmacy user role.
Store No. Here you select the store where the user holds the selected role. Empty field equals all stores.

Note: If the user is expected to change the given password at next login, click the Change Next Login action. The Change Password check box changes from inactive to active.