Setting up a new online or mobile user in Call2Field is a two step process. First you need to register them as an employee, then you can create a user for them.

Before we start, we need to check how many user licenses we have. You can find this out by clicking on your name in the top right corner, then clicking system settings.

System Settings Dropdown

When the system settings sidebar opens, click View Licence and check how many Licences you have.

View Licence

• System users are simultaneous logins. If you have 6 system user licenses, that means that six users can be logged in at the same time.
• Engineer users are the total amount of users allowed. If you have 6 Engineer licenses, that means that you can have up to six engineer users on Call2Field.
• Sales users are the amount of users allowed to access the sales module.

If you do not have enough licences please contact support@redzebrasoftware.com to discuss costs for additional user licences.

Once we have confirmed we have enough user licences we can create the employee record. This step might have already been done depending on how you have the system set up and if the new user is an existing employee. If the new user already has an employee record, you v

To do this, we close the system settings sidebar by clicking the X in a circle in the top right corner of the sidebar, then when that's gone, we click on our name again, then from the dropdown, select codes.

codes dropdown

When the codes sidebar opens we select Employee from the codes list, then click add new employee. This will open up the add new employee window.

add new employee window

In this window we need to fill out their details. For a full explanation of each field, see Employee Code, but for this exercise we will only fill in the basic details. Employee Number and Name are fairly self explanatory. The Employee Number could be their initials, payroll number etc. While their name is their full name.

In Call2Field there are three distinct types of employee:

• Admin is an Employee who exists in the system for an office user, but doesn't appear in any dropdowns as such.
• Field Engineers can be assigned to calls and managed from within the diary view.
• Salespeople can be assigned to a Customer or Site, as well as used in the Sales Module

When we have filled out their details, we can save the new employee by clicking Update. We can come back and edit their employee record at any time by clicking the pencil icon in the employee list.

Now that we have the Employee record we can create the user. With the codes sidebar still open we click User.

user list

At the top of the user list, we then click add new user. This will open the add new user window.

add user window

In this window we need to give them the following details:

When we have the user details filled out, we can click Update to save the new user. At this point they can log in for the first time.

login screen

At the login screen, the new user should put in their username. Their password will by default also be their username and is case sensitive. When they log in, they will be prompted to change their password.

Password change

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.

If you need further assistance or have any further queries, please contact support@redzebrasoftware.com