How do I make an Employee a User of the software?
To set up a new User go to the Menu and choose Directory. Navigate to Employees and then open the Employee to allow user access.
Once the Employee record is opened, click the edit button on the top right and then scroll down to Allow Login Access and then click the checkbox that says Authorize. Now, create new credentials and then Select Role. Once completed, click the button that says Email Login Details to send it to the user.
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How to make an employee a user?
Making an employee a User is as easy. From the web panel, go to: Menu > Directory > Employees > Select the Employee > click on App Access checkbox on the right and assign them a username and an email address and a Role. You can define the Roles (what ...
How do I create a new User?
To create a new User, you need to create a new Employee. Go to the Menu and then choose Directory. From here, select Add a New Employee option and create a new Employee. From here, there will be an option called Allow App Access. Once this box is ...
Disabling an Employees or User's Account
Disabling an Employees or User's Account At times, you will need to disable a User's account. This can happen if the employee quits or is terminated. Remember, in Contractor Foreman records are never deleted. However, you can Inactivate a User and ...
How does a Subcontractor approve a proposed Sub-Contract? Do they need to be a User of the software?
The Subcontractor does not need to have access to the software to approve the Sub Contract. They will only be a Directory contact as a Contractor. Once the Sub Contract is ready, you will email the Sub Contract for their approval. This is sent as an ...
Basic of User Settings
Purpose: To Get the User Setup. Background: This tool is used to setup the software with all your personal information. Points to Remember: Required fields are marked with an Asterisk (*.) To save your work, click the blue Submit button. Steps to ...