Adding Users and Permissions
To begin adding a new user and assign permissions:
> Go to Settings>Basic>Users
> Click Add New User
> Add First Name, Last Name, Email Address
Next, click on "User Access Permissions" and give the new user the appropriate permissions.
NOTE: If you are a bundled client, you can set a "Default Module" for your user. When they log in, they will by default be taken to the desired module.
Has Access to the Event Scheduler? Select this box if the user should have access to the Event Scheduler module (see attachment above). This is especially important if you are a bundled client.
Integration Access? If you are using our HVAC or Door Integration, then you can allow users to have access and manage these. To learn more, contact Support.
Next, select "Location Permissions", give desired permissions and then SAVE!
SUB-ADMIN Permissions
If you are a bundled client, you can set a "Default Module" for the user. When they log in, they will by default be taken to the desired module.
Has Access to the Event Scheduler? Select this box if the user should have access to the Event Scheduler module (see attachment above). This is especially important if you are a bundled client.
When adding a Sub-Admin, select "Sub-Admin?" and assign their "Approval Areas" that they will be managing.
NOTE: If you have selected Pre-Approval and/or Final Approval Settings, an Admin can grant these permissions to a Sub-Admin.
Integration Access? If you are using our HVAC or Door Integration, then you can allow users to have access and manage these. To learn more, contact Support.
Next, select "Location Permissions", give desired permissions and then SAVE!
ADMIN Permissions
If you are a bundled client, you can set a "Default Module" for the user. When they log in, they will by default be taken to the desired module.
If the person being added will have the role as an Admin, check the box, "Is Event Scheduler Admin?".
If you want the Admin to be a Billing Contact so that they can update and manage billing, select "Billing Contact?".
Can Auto Approve Events? By checking this box (see attachment above), the Admin has the option to auto approve events when creating an event.
NOTE: When creating an event and within the Event Details page, the Admin will then have the option to check the box, as shown below, to auto approve the event. If this box is checked when creating an event, the event will automatically be approved and bypass any Sub-Admins, not giving them the opportunity to approve their Approval Area.
Default Auto Approved On? By checking the box shown below, the Administrator automatically circumvents the normal workflow to auto approve all events that they personally request.
Integration Access? If you are using our HVAC or Door Integration, then you can allow users to have access and manage these. To learn more, contact Support.
Once user access permissions have been selected, add desired Location Permissions and SAVE!
Admins can Delete a user by clicking the red button associated with the User (see attachment below).
CALENDAR View Access Only?
If you select "Calendar View Access Only", the user will only have access and be able to view the internal calendar, once logged in. Add desired Location Permissions and SAVE!.
NOTE: After any new user has been added, an automated email with a temporary password will be sent to the new user. Once they log in with their temporary password, they should go to "Profile" as shown in the attachment below to update their password, then SAVE.
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