From this page we can perform all user management operations. We can reset passwords, edit existing users, add new, activate and deactivate access to the system. Prior to user setup, collect, at a minimum, first name, last name, email address and time zone for each user to be set up.
Administration Setup
To Set Up New Users:
- Click New User
- Provide a First Name and Last Name…. an alias will be chosen
- Enter the email address for the new user, username will default to this address
- Select a Role and a Profile (Full Access and Advologix respectively for default installations)
- If this user will use the mobile application, check Mobile User and browse to select the PM Mobile configuration
- Optionally, enter phone, fax, mobile, address and other fields for use in documents and reports
- Make sure the Time Zone field is accurately selected so that Events/Meetings appear correctly on the calendar
- Select “Generate new password……” if you wish the user to receive login information via email, immediately
- Click Save