To add a new Website user log into the main website app
Use the left-hand side menu and select Settings
Under settings select USER MANAGER
Under USER MANAGER select Website User
On the right-hand side of the interface, click Add more Website Users
Enter the details the items listed with an asterisk * must be filled in, these details can be changed at any time.
Password* |
---|
Mobile |
Telephone |
E-Mail* |
Surname* |
First Name* |
Finally, select the User Type You can find out more about the different User Types here :
- Basic will assign the user the basic roles required for Property and Job management, but not full access roles for your organisation
- Ability to Edit Appliances
- Basic Finance access
- Basic reporting
- Job management
- Parts management
- Property Management
- Task Management
- Client Access assigns the client access role only - which requires further configuration for a client to view their properties - see Client Access Setup Guide
- Compliance Access this will assign the user the roles required for compliance such as
- Gas Analytics Dashboard
- Property Management
- Internal Communications
- View, download reports including multi reports.
- View Costs
- Action Management
- Full Access - Assigns all user roles available to your organisation
These can be changed and customised later in the User Roles Page.
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