How to Create/Edit Users (or Engineers)?

You can add and edit users (or engineers) in the software by following the steps below.

Users (or engineers) can be given access to either the Management Console or the Job Sheet App, they can also be given access to only certain parts of the Management Console if required.

1.  Navigate to Settings > Users.

The Users page is displayed. 

2.  Click Create new user.

The Create new user dialog is displayed. 

3.  Enter the details of the user in the respective fields provided such as the First name, Last name, Email, and Password. 

4.  Check the box Engineer if you wish to display this user on the Engineers dropdown list in the system. This allows them to be assigned jobs that can be viewed in the Job Sheet App.

5.  Select the background color to be displayed on the calendar for the jobs assigned to this user from the Calendar colour dropdown palette. 

6.  Check the box(es) against the customers this user can access from the Customers user can access list.

7.  Under the Job Sheets App settings configuration: 

1. Check the box Create jobs in App to allow the user to create new jobs for existing customers in the Job Sheet App.
2. Check the box Send jobsheet in App to enable the user to send the job sheet document to the customer once the job is marked complete in the Job Sheet App.
3. Check the box Disable manual item entry to disable the manual addition of items to a job from within the Job Sheet App, therefore, only allowing them to select items from the Item repository.
4. Check the box Track location when using App to enable tracking of the user's location via the Job Sheet App while actively using the App.
   Note: It is mandatory by law to inform your users that their location is being tracked.
5. Check the box Show calendar in App to allow the user to view the calendar in the Job Sheet App (this will be displayed as a link on the menu that will open in their web browser).
   Note: A user will only be able to see jobs and events linked to their user account unless you have given them access to the Calendar in the Management Console access section in which case they will be able to view and edit jobs and events for all users.
6. Check the box Show timesheet report in App to allow the user to view the timesheet report in the Job Sheet App (this will be displayed as a link on the menu that will open in their web browser).
   Note: A user will only be able to see their own time sheet reports unless you have given them access to the Timesheet Report in the Management Console access section in which case they will be able to see timesheet reports for all users.
7. Check the box Edit item costs in App to allow the user to view and edit the item costs in the Job Sheet App.
8. Check the box Edit item prices in App to allow the user to view and edit the item prices in the Job Sheet App.
   Note: These are the prices that you will be charging your customer.
9. Check the box Disable item delete in App to prevent the user from deleting the items in the Job Sheet App that they didn't add to the job (i.e. they would still be able to delete items they have added to the job). 
10. Check the box Disable item qty change in App to prevent the user from changing the quantity of the items in the Job Sheet App that they didn't add to the job (i.e. they would still be able to change the quantity of items they have added to the job).

8.  Select the box(es) in the Management Console access section to give the user/engineer access to the various parts of the Management Console.

Note: Engineers that will only be using the Job Sheet App do not need any of these selected (unless you want them to be able to access some areas in the Management Console).

9.  Click Save changes. 

The new user is created and displayed. 

Note: 

• You can edit the user by clicking Edit user in the row of the user and making the necessary changes.
• You can delete any user that is no longer needed by clicking Delete in the row of the user and confirming the deletion.