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Difference between revisions of "Oojeema Pro Users Job Aids"
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+ | {{DISPLAYTITLE:Users Job Aids}}<div style="text-align: center;"> | ||
+ | [[Pro Users|Users]] | [[Pro Users Group Access|Users Group Access]] | ||
+ | </div> | ||
+ | |||
+ | <br /> | ||
==Users Job Aids== | ==Users Job Aids== | ||
+ | Notes: | ||
+ | |||
+ | *The user must have the following Modules in order to use Users Module | ||
+ | **[[Pro Users Group Access|Users Group Access]] | ||
=====<span class="mw-headline ve-pasteProtect" id="Managing_Items" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="Managing_Customer" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">Managing Users</span></span>===== | =====<span class="mw-headline ve-pasteProtect" id="Managing_Items" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}"><span class="mw-headline ve-pasteProtect" id="Managing_Customer" data-ve-attributes="{"style":"box-sizing: inherit;"}" style="box-sizing: inherit;">Managing Users</span></span>===== |
Revision as of 14:38, 3 August 2021
Contents
Users Job Aids
Notes:
- The user must have the following Modules in order to use Users Module
Managing Users
Inviting a User
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Users
- Under Users Menu, Click Options then choose Invite a User
- Fill up the necessary fields and Click Send
- The system will provide the credentials via email. Click on the link provided in order for the new user to log in.
Viewing Users
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Users
- Under Users Menu, Select the Users that needs to view its details, click the drop down arrow then choose View
- The user has an option to Edit the Users details or to Exit the View Record.
Editing Users
- On the Main Menu, click the Gear Icon then choose Maintenance
- Under Maintenance Side Bar, Click Users
- Under Users Menu, Select the Users that needs to update its details, click the drop down arrow then choose Edit
- Update the necessary fields
- Click Save