Users Job Aids

Users | Users Group Access | Update User Profile | | Pro Users Job Aids | Users Group Access Job Aids

Users Job Aids

Notes:

• The user must have the following Modules in order to use Users Module
  • Users Group Access

Managing Users

Inviting a User

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Users
   
   
   
3. Under Users Menu, Click Options then choose Invite a User
   
   
   
4. Fill up the necessary fields and Click Send
   
   
   
5. The system will provide the credentials via email. Click on the link provided in order for the new user to log in.
   
   
   

Viewing Users

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Users
   
3. Under Users Menu, Select the Users that needs to view its details, click the drop down arrow then choose View
   
4. The user has an option to Edit the Users details or to Exit the View Record.
   
   
   

Editing Users

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Users
   
3. Under Users Menu, Select the Users that needs to update its details, click the drop down arrow then choose Edit
   
4. Update the necessary fields
   
5. Click Save

Deleting Users

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Users
   
3. Under Users Menu, Select the Users that needs to be deleted, click the drop down arrow then choose Delete
   
4. Click Yes to Confirm the deletion process