You will require enough user licences to add a user.
If you require additional licences please forward a request to our helpdesk via the Support button in the application or emailing email@example.com.
To add a new user:
- Click on + New > "User" from the main toolbar.
The system will warn you if you do not have enough licences when you try to add a new one.
- Complete the User card
See the example below. You must complete the user's "Windows Login" for a user to be able to access the software. Click here to find out how to determine the users windows login
- Click the save button on the top toolbar
The user record is saved.
Adding a user to workteams
A convenient and manageable way to manage user access permissions is by using Workteams.
By adding a user into a role (with appropriate permissions) within a Workteams, you can give a user access to all jobs that the Workteam is assigned to.
To add a user to a Workteam:
- From the Main Menu select Manage Static Data > "Job Security Teams"
NoteYou need the correct permissions to access this area.
- Select the workteam
- Click "Add user"
- Select the User.
- Select the role(s) for the user
- Click "Save and Exit".
Upon logging in, the user may now access all jobs this workteam is assigned to.