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Users Job Aids

Revision as of 15:02, 3 August 2021 by Gelo (talk | contribs)
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Users Job Aids

Notes:

Managing Users
Inviting a User
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Users
    Pro Users (Create) - Step 02.png

  3. Under Users Menu, Click Options then choose Invite a User
    Pro Users (Create) - Step 03.png

  4. Fill up the necessary fields and Click Send
    Pro Users (Create) - Step 04.png

  5. The system will provide the credentials via email. Click on the link provided in order for the new user to log in.
    Pro Tax (Create) - Step 05.png

Viewing Users
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Users
    Pro Users (Create) - Step 02.png
  3. Under Users Menu, Select the Users that needs to view its details, click the drop down arrow then choose View
    Pro Chart of Accounts (View) - Step 03.png
  4. The user has an option to Edit the Users details or to Exit the View Record.
    Pro Users (View) - Step 04.png

Editing Users
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Users
    Pro Users (Create) - Step 02.png
  3. Under Users Menu, Select the Users that needs to update its details, click the drop down arrow then choose Edit
    Pro Chart of Accounts (Edit) - Step 03.png
  4. Update the necessary fields
    Pro Users (Edit) - Step 04.png
  5. Click Save
Deleting Users
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Users
    Pro Users (Create) - Step 02.png
  3. Under Users Menu, Select the Users that needs to be deleted, click the drop down arrow then choose Delete
    Pro Chart of Accounts (Delete) - Step 03.png
  4. Click Yes to Confirm the deletion process
    Pro Chart of Accounts (Delete) - Step 04.png
Modules
Maintenance Users | Users Group Access
Job Aid Modules
Maintenance Aids Users Job Aids | Users Group Access Job Aids | Update User Profile Job Aids