new_user
Differences
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| new_user [2023/06/21 09:11] – tim | new_user [2023/06/21 10:02] (current) – external edit 127.0.0.1 | ||
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| For a full explanation of what the licences mean, please see the [[view_licence|View Licence]] page. For our purposes, system users can access Call2Field Online, Engineer Users can access Call2Field Mobile, and Sales Users can access the Sales Module in Call2Field Online. | For a full explanation of what the licences mean, please see the [[view_licence|View Licence]] page. For our purposes, system users can access Call2Field Online, Engineer Users can access Call2Field Mobile, and Sales Users can access the Sales Module in Call2Field Online. | ||
| + | ^Licence Type^Purpose^ | ||
| + | |System User| Has access to Call2Field Online. The number is the total amount of users that can be logged in to Call2Field Online at the same time.| | ||
| + | |Engineer User|Has access to Call2Field Mobile. This is the number of engineer users that are allowed. One licence equals one user| | ||
| + | |Sales User|Has access to the Sales Module. This is the number of users who can access the sales module. One licence equals one user| | ||
| If you do not have enough licences please contact [[support@redzebrasoftware.com]] to discuss costs for additional user licences. | If you do not have enough licences please contact [[support@redzebrasoftware.com]] to discuss costs for additional user licences. | ||
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| |Username|This will be the username that they will log in with. This should be concise and easy to remember.| | |Username|This will be the username that they will log in with. This should be concise and easy to remember.| | ||
| |Employee|Select their employee record from the drop-down list. For a new employee this would be the one that we created earlier. The dropdown will show their employee code and name.| | |Employee|Select their employee record from the drop-down list. For a new employee this would be the one that we created earlier. The dropdown will show their employee code and name.| | ||
| + | |Profile|This is their user Profile, and defines what the user can and cannot do on Call2Field, see [[user_profile|User Profile Code]] for a full explaination| | ||
| |Status|This should be set to Active.| | |Status|This should be set to Active.| | ||
| |User Licence Type| This is the type of licence that will be assigned to the user. Online users can access Call2Field Online. Field Engineers can access Call2Field Mobile. Salespeople can access the sales Module in Call2Field Online. For a full explanation see [[view_licence|View Licence]]| | |User Licence Type| This is the type of licence that will be assigned to the user. Online users can access Call2Field Online. Field Engineers can access Call2Field Mobile. Salespeople can access the sales Module in Call2Field Online. For a full explanation see [[view_licence|View Licence]]| | ||
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| In the Old password, if it is not prefilled, they should type in the password they just logged in with (In this case their username), and in the new and confirm password fields they should type in a new password that is at least eight characters long and a mix of upper and lower case letters, numbers and special characters. They would then click Change Password and are now logged in and are fully set up on Call2Field. | In the Old password, if it is not prefilled, they should type in the password they just logged in with (In this case their username), and in the new and confirm password fields they should type in a new password that is at least eight characters long and a mix of upper and lower case letters, numbers and special characters. They would then click Change Password and are now logged in and are fully set up on Call2Field. | ||
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| + | ---- | ||
| If you need further assistance or have any further queries, please contact [[support@redzebrasoftware.com]] | If you need further assistance or have any further queries, please contact [[support@redzebrasoftware.com]] | ||
new_user.1687338716.txt.gz · Last modified: by tim