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Swift User’s Access / Security

Swift now supports creating non-JDE users (both for internal employees who might not have JDE users) OR for external users such as customers, vendors, partners etc. who don’t have JDE users. Using this feature, Swift apps can now be available to the broader user-base, not limited to those with JDE users only. 

Login to Swift App Design Studio

Login into the App Design Studio using your Swift admin account:

Swift User’s Access Control

To access the configuration window, click the Swift User’s tab.

To create a new swift user, click the plus icon + on the right.

  1. Enter First Name and Last Name
  2. Choose a User Name and enter your registered Email Address below
  3. Select a category of the ID and Set a strong password
  4. Press Submit

New User Configuration

To access the configuration window, click the title of the newly created User.

  1. Under the ‘Swift Applications’ dropdown you can give access to selected End-user Apps to the Non-JDE user
  2. ‘Proxy User’ dropdown allows the Non-JDE user to access JDE Apps through an already registered JDE user.

Creating User Attributes

The option to create a user attribute is given on the right side. You can click it and add user attributes as well. Customer No., Business Unit, Phone No., Media Object Pattern, and SITE No. are examples of some default user attributes.

Creating Support Control Media Object

For a set of files that start with a specific prefix, you can enter that prefix in the “Value” field. Only a subset of the files in the end-user Swift app is accessible

Group Swift Users with Category

Click on the Users tab which will direct you to the swift user’s tab. Click on the last tab – user categories and create your categories

Now you can group users using the categories that you have just created. Select the category option from the drop-down menu and click the save button

You can also search for users based on their categories. Click on the magnifying glass on the right side of the navigation bar, choose the category or the user’s name and the search results will appear below

Export Swift Users’ Information

Click on the Users tab which will redirect you to the user’s page. On the right side of the navigation bar, there is an arrow pointing to the south. Click on that arrow and an excel file, containing all relevant information about the users will be downloaded

Using the email and the call feature

Select the Application in which you want to use the above-mentioned feature. This will open up the App Designer:

Now click on the swift users and click on the user whose email address and call feature you wish to add

Now add the phone number and email address in the user-based attributes

Click on the submit button and then run the app. You’ll see a call button next to the notification icon

User Rights to Enable/Disable Forms

Click on the user’s rights and select the user whose access to JDE applications you wish to limit

Click on the user rights and you’ll see a list of all swift users. Select the user and a pop-up will appear which will show the forms this particular user has access to

You can also choose which form do you want to select as your default screen by clicking any of the checkboxes from the default column

You can select the forms from the visible column which you want to give access to the particular user and click the save button at the bottom of the pop-up box

Create a Proxy User

Click on the add button on the right of the User Details section to create a new-proxy user.

To create a new-proxy user, click the plus icon located on the right

  1. Enter Name, User Name, Password, Confirm Password
  2. Press Submit

This opens up Swift for your broader user base and removes the limitation of having a JDE user account for all your users. You can use this for your customer portals, vendor portals, partner portals, support portals, and more.

Background Image

Click on the setting tab from the sidebar, and you will be redirected to the login screen where you can customize your company name, add your company logo and add a background image

Landing Screen

You can also change the navigation bar and background color for the application screen

Admin Portal

Click on the admin portal tab, and you can customize the company logo and the background image that appears on the admin portal

Enable Forgot Password

Once you click on the settings tab, click on the show forgot password button and click on the triangle on the right of the navigation bar which will run the application.

Once you land on the login screen, you’ll see a forget password option. Click on the icon and it will lead to another pop-up where you can enter your registered email address.

Once you enter your email on the bar, you’ll receive a confirmation link on the registered email address

Once you click on the reset your password button, you will be directed to another page where you can change your password.

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