This article covers two specific User-record setup steps: checking the per-lot role checkboxes on a new user's Security tab, and understanding what the Invite User to Register / Reset Password buttons on the General tab do to an existing password. Our User Accounts article covers how to create a user in the first place.
Scope: this article is only about those two Security/General-tab actions. It is not about permission checkboxes, record visibility, or "access denied" messages elsewhere in DeskManager Online — for those, see Who Can See What: Permission Exceptions and Multi-Lot Access. If your problem isn't a login or password failure tied to the User record's Security or General tab, this is the wrong article.
Questions this answers
- "I set up a brand new user on the Security tab, saved it, and now when they try to log in they get an error saying no lots are assigned. What did I miss?"
- "I just checked the box to email one of my employees a login invite from the User General tab so she can set her own password, but now she says her old password doesn't work anymore. Did I break something?"
Fixing "No lots assigned" at login
A brand-new user needs at least one lot/role checkbox checked on the Security tab of their user record. To fix it: open the user in Setup > Organization > Users, go to the Security tab, and check at least one role checkbox under at least one lot's fieldset, then save.
If none are checked, the user is able to log in but lands on a page reading "You do not have access rights to any Lots. Please contact your system administrator to give you the necessary access rights." with no lot to select and no way to continue. Seeing that exact message after login confirms this is the issue — go check the Security tab checkboxes above.
What sending a login invite or password reset actually does
On a user's General tab, the button next to their email is either Invite User to Register (unverified email) or Reset Password (verified email). Clicking either one — and saving — immediately overwrites that user's password with a random value and resets their login security stamp. Their old password stops working right away, not just after they click the link in the email. The user must use the emailed link to set a new password before they can log in again.
Keep this in mind before clicking either button on an account that's actively in use — it isn't a "send them a reminder" action, it's an immediate credential reset.
When to contact support
- A user's Security tab shows at least one lot/role checked, but they still hit the "no lots assigned" error at login.
- A user clicked the emailed link from an invite or reset and it doesn't let them set a new password.
If you're troubleshooting who can see which records, or a permission checkbox that seems to behave backwards, see Who Can See What: Permission Exceptions and Multi-Lot Access instead — that's a permissions issue, not an account-setup issue.
Comments
0 comments
Article is closed for comments.