How to Provide H&L Cloud Access with User Management

How to Provide H&L Cloud

Access with User Management

About

The H&L Cloud User Management application simplifies the process of adding new members into your organisation. It allows designated administrators or managers to invite other users and assign roles that determine their level of access.

This guide will walk you through:

Accessing the User Management Application
Inviting New Users
Understanding Roles
Removing User Access

For further assistance with User Management or H&L Cloud access, please contact the H&L Support team. You can log a support ticket in the client portal.

Accessing the User Management Application

If no users in your organisation have access to the User Management application, contact our support team to schedule the initial onboarding process.

To access the User Management application:

Launch the H&L Cloud portal: https://hlcloud.com.au/
Open the Menu: Click or tap the four-squares icon in top-left corner to open the menu.
Select User Management: If needed, expand the My Apps section, then select the User Management application.

Inviting New Users

To invite a new user, follow these steps:

Navigate to the List Screen: Select the Add a row (+) button.
Enter User Details: On the Detail screen, type in the user's email address, then select the Assign Role (+) button.
Assign Roles: Select the appropriate roles for the new user. Use the left-hand arrows to expand the available role choices.
Venue Access: Choose the venues the user can access based on their assigned roles. Click Add to confirm your selections.
Save Changes: Review the assigned roles and click the Save icon to confirm.

An invitation will automatically be sent to the provided email address, inviting the user to join your organisation.

Note: The user must accept the invitation before they can log into the H&L Cloud portal and access any applications or modules their roles grant them.

Understanding Roles

The following table outlines common roles and the access they provide. Availability of these roles may vary based on the H&L Cloud applications and modules your organisation uses.

Role	Access Granted
Stock Mobile – Full Access	Full Access to the Stock Mobile app and the Settings & Configuration module for Sysnet Cloud.
Stock Mobile – Standard User	Access to the Stock Mobile app and read-only access to the Settings & Configuration module.
Dashboard – Sales Reporting	Access to the Sales and Tender H&L Cloud Dashboards.
Venue User Manager	Provides access to the User Management application, the ability to invite new users, and the ability to assign and revoke roles.

Additional roles will be made available as new Sysnet Cloud modules are released.

Removing User Access

To remove all access for a user within your organization, follow these steps:

Select the User: In the list screen, highlight the user whose access you want to revoke.
Go to the Details Tab: Select the Details tab.
Remove All Access: Click the Remove All button.
Confirm Changes: Click the Save icon to confirm your changes.

These steps allow you to effectively manage user roles and access, making it easy to add or remove privileges as needed.