Page Comparison

Instructions

Create a user A new user must be set up in Staffing Complete any time a new employee will need access to the software

Instructions

1. Navigate to the Setup Module

2. Click on the User tab

3. Click on the User Account tab

4. Click Insert at the top of the page

5. Complete all required fields on the general General tab

   1. Enter the desired user name

      1. We recommend using a standard schema (I.E. firstname.lastname or firstnamelast initialfirstname.lastinitial)

      2. The username and password are what’s used for logging inwill be used to log into the software

   2. Enter the desired password

      1. You can use a generic password and click the box “User must change password at next logon.

      2. The

      username and

      1. password

      are what’s used for logging in

      1. will be used to log into the software

   3. Enter the Users Full Name

      1. the full name is what’s displayed for displaying user related actions

   4. Select the Home Office from the drop down

      1. The home office is the office they’ll default and possibly be restricted to

   5. Select the Time Zone

      1. The time zone is set for schedule related functionality

   6. Enter the Check Amount Limit

      1. This will limit the check amount this user can cut in the payroll module. If there is no limit, check the box unlimited

   7. Daily TXTs

      1. If you would like the user to have a limit on how many texts the user can send daily, enter that here. If there is no limit, check the box unlimited

   8. Weekly TXTS

      1. If you would like the user to have a limit on how many texts the user can send weekly, enter that here. If there is no limit, check the box unlimited

   9. Send TXT Cap

      1. If you would like the user to have a limit on how many texts the user can send, enter that here. If there is no limit, check the box unlimited

6. Some fields that are not required, but are mentionable:

   1. If a security code is entered here, the user will be required to enter the code when cutting checks in the payroll module

   2. Link personnel in order to take advantage of time clock functionality

   3. If this user has a role assigned, you will want to assign it here. Note: If a role is assigned here, the role permissions will supersede the individual permissions set in the individual user account.

7. Click save

8. Switch to the Module tab

9. Check all boxes next to the modules you would like the user to have access

10. Click save

11. Switch to the Permissions tab

12. Go through each sub tab and check the boxes next to the permissions you would like the user to have.

13. Click Save

14. Switch to the Defaults tab

15. If there is a default Ticket printer, enter the printer name here

16. If there is a default Check printer, enter the printer name here

17. If there is a default Report printer, enter the printer name here

18. If there is a default Invoice Printer, enter the printer name here

19. If you do not want any printers selected as default, leave the fields blank

20. Click Save

21. Switch to the Reminders Tab

22. Right Click in the white space

23. Click Add Reminder

24. Select the reminder you would like to add to the user

25. Repeat this process for all reminders for this user

26. Click Save

27. Switch to the Reports tab

28. Right click in the white space

29. Select

    1. Add All – to add all reports for user access

    2. Add – to add individual reports for user access

30. Click Save

31. Switch to the Schedule tab

32. Make sure the work schedule radio button is set to on

33. Select the work schedule for this user

    1. Note: by adding a work schedule it will restrict the user to only be able to clock in during their schedule.

34. Click Save

35. Switch to the Remote Access tab

36. If you would like to restrict access to certain remote IP address,

    1. Click the only allow software access from the following white-listed IP address

    2. Check the box next to the approved IP addresses

37. Click Save

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