Users & Teams

Users

• Creating a New User
• Users Overview
• Unlocking User Accounts/Changing Password
• Forgot My Password
• User Profile
• Mobile Licenses

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User Types

• User Types
• User Type Access

User Type Rights

• User Type Right Descriptions
• Custom Workflow Rights
• User Type Right

Calendars

• Creating a Calendar
• Using Calendars
• Allocated Time Types

Managing Resources (Operatives)

• Creating and Managing Resource
• Post Code Coverage
• Resource: Costing Methods for Jobs
• Resource: Services, Rates & Efficiency Ratings
• Resource: Out of Hours Work (Overtime & Emergency)
• Resource: Working/Non-Working Time

Managing Teams (Suppliers)

• Teams Overview
• Default Supplier on Work Type and Site
• Creating Teams
• Creating a new Team (Supplier)
• Team: Services, Rates & Efficiency Rating
• Team: Working/Non-Working Times

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Working Areas

• Setting Up a Working Area
• Making a Working Area Inactive
• Working Areas: User Type Rights
• Working Area Types
• Allocating Working Areas To Resources
• Assigning Working Areas To Teams

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