Differences

This shows you the differences between two versions of the page.

--- user [2021/08/19 08:56] – [Add User] darryl
+++ user [2021/08/19 09:23] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
 ====== User ======
-A User is created to log in and access Call2Field.
+A User is created to log in and access Call2Field. Depending on the licence applied to your User, you can access different areas of Call2Field. A user can have more than one licence type if they need to access multiple areas of the system.
+**User Licence Types**
+^Licence Type^Description^
+|Online User|Access to Call2Field Online - the office-side of the system|
+|Field Engineer|Access to [[Call2Field Mobile]] - the Engineer portal|
+|Salesperson|Access to the Sales Module within Call2Field Online|
+----
 ==== Add User ====
 To add a new User, Go to the User list in the Codes menu and click Add New User.
+You'll need to select a valid [[Employee]] & [[User Profile]] to assign to your User. The Status will be Active by default.
-----
+Choose the Licence Type based on which parts of the system the user needs to access, and then click Update to save.
-==== User Licence ====
+{{ :useradd.png?nolink&600 |}}
+the password will be the same as the Username until it has been changed, e.g. if the Username is 'RedZebra', the password will be 'RedZebra'. Based on whether the Username meets our standard password requirements, the User will be prompted to change this when they first log in.
 ----
+==== View/Edit User ====
+To view or edit a User record, click the pencil icon to the right of the Username from the list. This will open a pop-up window with the User record populated. The Username can't be changed as this is the key field, but all other fields can be edited.
+{{ :usermodify.png?nolink&600 |}}
+If a user no longer requires access to Call2Field, set them to Inactive.
+A User Status may auto-set to Locked if they fail to log in a number of times. This can be set back to Active by a User with access to this section..
+Ticking the Reset Password tickbox and clicking Update will set the User's password back to the same as their Username