Wheelhouse®
QuickBooks Online Integration
Custom Fields and Forms
System Administration
Troubleshooting Checklist
Document Auto Number Format
Sale Shipment Records and Tracking Information Emails
Peripherals and Equipment Requirements
Navigation and Definitions
Understanding People and Organizations in Wheelhouse
Admin List Views and Single Record Views
Understanding Order Flow in Wheelhouse
Document Categories
Logging In and Getting Started
Left Menu Navigation
Advanced Search Techniques
User Administration
Managing User Accounts: Adding, Editing, and Revoking Access
Defining or Adjusting Teams
User Profiles and Roles
Understanding Wheelhouse Login Types
Choosing a User Profile
Reports, Import, Exports, and Document Templates
Running Reports
Creating Reports on Quotes, Sales, and Outside Reps
Exporting to Excel
Preparing Excel and Word Templates for Data Merge
Quality Mangement
Adding QCIR Templates
QC Non Conformance Reports (NCRs)
Adding Quality Control Inspection Records (QCIR) in Shop Work
Order Management
Adding Dealer and Outside Rep Logins
Using Order Flags and the Flag First Configs Option
Closing a Sale
Creating customers, quotes and sales
External Agent Access Levels
Printing and Emailing Quotes and Sales
Production Routing and Tracking
Shop Work and QR Scanning
Shop Work: Priority Flags and Fixed Position
Merge Line Items at a Certain Step (Stash & Merge Functionality)
Stopping Work Center or All Running Operations at the End of the Shift
Bin Locations
Shop Work
Viewing/Adding/Resolving Work Order Issues
Production Scheduling
Labor Routings
Production Definitions
External Connections - API
Items and Configurators
Item Overrides: Name, Pricing, and Discounts
Public Item Selector AKA Public Display Categories
Deploying A Configurator to Another Environment
Item and BOM Import Action
Wheelhouse Change Log
Table of Contents
Dino Script® Language Reference
Appendix A: Trestle®/Dino Script® Integration
A: Table of Contents
A: Commands
A: Dynamic and DynamicProxy
A: Advanced Command Arguments
A: Introduction
A: Files
A: Direct Links - URLs and Downloads
A: Running SQL Queries
A: NPOI and Excel, DocX and Word
A: Embedded Apps with MS Access Files
A: Returning JSON Data
A: Host and Target
A: Command Arguments
A: Creating/Running a Command
Adding New Functionality with Dino Script XCommand™
Introduction
Dino Script™ Table of Contents
Operators
Concepts
Syntax
Expression Types
Keywords
Variables
Blocks and Scopes
Built-In Functions
Custom Functions (defs)
Anonymous Functions
Conditional Statements
The Context Object
FAQ
Dino Cookbook
Sandbox In-Depth
Functions as Delegates
Style Guidelines
Native Types
Aliasing
Other Dino Scripts
- All Categories
- Wheelhouse®
- User Administration
- Understanding Wheelhouse Login Types
Understanding Wheelhouse Login Types
Updated
by Dale Mandeville
Understanding Wheelhouse Login Types
Effective user access management is crucial for both security and operational efficiency. This article will explain the various login types available in Wheelhouse, focusing on how these login types relate to access levels and system costs.
Why Login Types Matter
- Access Control: Different roles require varying levels of access to system features and data.
- Cost Management: Some login types allow for shared access, potentially reducing per-user licensing costs.
- Operational Flexibility: Various login options accommodate different work environments and user roles.
- Accountability: Certain login types enable tracking of individual user actions, even on shared devices.
Wheelhouse Login Types
Dedicated Login
Access Level: Can be assigned any role, offering the most flexibility
Cost Implication: Highest cost per user
Characteristics:
* Unique username and password for each user
* Full access to authorized areas based on assigned role
* Activity tracked to the specific user
Best For Management, office staff, customer service representatives
Shared Login
Access Level: Restricted to 'Production Agent' role
Cost Implication: Allows multiple 'Employee Badge Logins' to access the system through a single Shared Login, reducing per-user costs for production employees.
Characteristics:
* Single set of credentials used by multiple users
* Can be used simultaneously on multiple devices
* Limited to production-related functions
* Has one default work center
Best For Factory floor workers, shift teams
Employee Badge Login
Access Level: Works in conjunction with Shared Login, inheriting 'Production Agent' role
Cost Implication: Allows multiple 'Employee Badge Logins' to access the system through a single Shared Login, reducing per-user costs for production employees.
Characteristics:
* Physical badge with QR code identifies individual users
* Provides accountability for actions performed under a Shared Login
Best For Production staff needing to log work or access specific functions
Outside Sales Representative Login
Access Level: Uses the "External User" role
Cost Implication: Nominal in comparison to Dedicated Logins
Characteristics:
* Access restricted to Order Management System
* Data filtered to show only assigned territory
* Limited ability to create quotes or view order status
Best For Independent sales representatives or agencies
Dealer Salesperson Login
Access Level: Uses the "External User" role
Cost Implication: Nominal in comparison to Dedicated Logins
Characteristics:
* Access limited to Order Management System
* Data filtered based on assigned permissions (individual or dealer-wide)
* Can create quotes, convert to sales, and view order status
Best For Dealership sales staff, dealer principals
