Set-Up and Manage Office Users Profiles and Permissions

To access the Office Users page, click the Profile icon and select Settings. From the left navigation, go to Office Users.

Create an Office User

  1. Click the + Add New button at the upper right-hand corner of the Office Users table.

  2. From the Add Office User window, go to the General tab and fill in the fields. Fields with (*) are required.

    • General Info 
      • Login * – Enter the user’s email address 
      • Password * – Assign a password for the user
    • Address *
      • The company’s address defaults for all users. If there is a need, edit the fields – for example, if the office user works from a satellite office.
    • Contact Details
      • First Name
      • Last Name
      • Phone – This must be filled out for the user to receive text alerts
      • Mobile Provider – Select one from the drop-down list. This must be filled out in order for the user to receive text alerts
    • Login
      • Default Login Screen – Select which module will open upon login of the user. Select from either map or schedule.
  3. Assign the permissions to be given.
  4. Save the new Office User
    • Click the Save button at the bottom of the Add Office User window to create the new Office User. The user will be added to the office users list.
      • By default, the office user will be created with an active status
        • If there are not enough available office user licenses, you can create the user with an inactive status and a Warning window will come up. Click Yes to continue with creating the user with an inactive status and No to cancel the user account creation. 
        • A user with an inactive status will have a No under the Permissions column of the Office Users table. The user will not be able to log in to the system. The account will have to be activated first.

 

Update Office User Profile and Permissions

  1. From the Office Users table, click the 3-dot menu to the right of the user name to be edited.
  2. Select Edit.
  3. Update the user information or permissions from the edit Office User window.
  4. Save the changes.

 

Activate an Office User

  1. From the Office Users table, click the 3-dot menu to the right of the user name to be activated.
  2. Select Activate.
    • A user can not be activated if there are no Office Users Licenses available. Purchase additional licenses or deactivate one of the users to free up a license.
  3. A warning window will come up. Click the Yes button to continue with the activation and No to cancel the action.

 

Deactivate an Office User

  1. From the Office Users table, click the 3-dot menu to the right of the user name to be deactivated.
  2. Select Deactivate.
  3. A warning window will come up. Click the Yes button to continue with the deactivation and No to cancel the action.
    • A deactivated user will not be removed from the list of users but will just have an inactive status (a No under the Permissions column). They will not be able to log in to the system.

 

Office User – Email tab

                 Office user Accounts can be linked into different Email platforms.

 

  1. You can link your GOOGLE Account by putting your Gmail login credentials.

       

2.   You can link your Office365 Account by putting your Office365 login credentials.

3. Or you can setup an IMAP or SMTP Connection.

 

Delete an Office User  

  1. From the Office Users table, tick the checkbox to the left of the user’s name to be deleted. This will enable the Delete button at the upper right-hand corner of the table.
    • To delete multiple users, tick the check boxes to the left of the users.
  2. Click Delete.
  3. A warning window will come up. Click the Yes button to continue with the delete and No to cancel the action.
  4. The user’s name will be removed from the list of office users.

 

 

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