Users and Remote Nodes
Using the Users module, you can do the following remote-node related actions:
• Create a remote node.
• Maintain node attachments.
Creating Remote Nodes
If you are on the host database, you can create a remote node for a user by right-clicking the user in the Users browser and choosing Create a Remote Node from the menu.
Note: If you are working on a remote database, this option is not available.
If a node already exists for the user, you can edit the node details; otherwise, the system does either of the following:
• If no enabled regional node exists under the login node, the system creates a remote node for the selected user under the login node.
• If one (or more than one) enabled regional node exists under the login node, the user is given the option to choose which parent node the remote should be created under.
• When you create a node for a user, QAD CRM assigns all the user privileges to the remote node.
Maintaining Node Attachments
You can also attach or detach a user from a remote node. Attaching a user to a node means that all the profiles associated with that user are also attached to the node. Conversely, detaching a user from a node also detaches from the remote node any profiles that are attached to that user.
If you remove a system user from a business unit and they are attached to a remote node, if the user is not attached to any other business unit, the system will ask whether to disable the remote node to which the user was attached. This also applies if an employee is made a former employee.
When a team is attached to a node, if another team is configured to share that team’s data, the profiles associated with the new team will also be subscribed to the remote node.
For more information about working with remote nodes, see
QAD Remote Sales Integration.