Adding a User
- Click Utilities in the left side menu and then Users.
- Click to create a new blank user record. The Currency and Language will be populated with system defaults but can be overridden.
- Enter the minimum required identifying information for the user.
- Select the location Visibility.
- Enter the User Name and Password.
- Enter the user's First Name and Last Name.
- Enter the user's Email address.
To encourage new users to change the default password you supplied once the user record is saved, click the Forgot / Reset Password link from the login page and enter the Company and User Name before clicking Submit. The user will receive an email with a link to reset their password. - Set the Mobile Only flag for users who will exclusively be accessing the Mobile app.
- Optionally add contact information.
- Check Access Actual Costs if this user will need to add or view inventory costs.
- Select the Role defining the set of permissions for this user.
- Click to save the record.
See also:
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