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Users
How to get to this screen: Click on Utilities, then Users.
This screen is used to create and edit NSB user names, passwords and delegate permissions in the system.
This screen is used to create and edit NSB user names, passwords and delegate permissions in the system.
- Create a User Name limit 6 characters. This will be the same User Name you will enter from the log-in screen at https://online.netservicebooks.com.
- Enter this persons' First Name and Last Name. the Username will be the same as the User Name created above.
- Enter the Password and Re-Enter Password.
- Select up to 3 Group Memberships. The example above details exactly how a Field Technician would be set up to view the Field Technician Menu upon Log-in with special permissions. Use the drop down menu to select a permission. More permissions can be added in the Privileges tab.
- Enter the Payroll Emp-Code for this user. If this user is a customer you do not have to enter this field.
- X-Fer Hrs From Inv. To P/R, when checked, will move the hours from this user's invoices to their Time Card in Payroll automatically.
- The This User Can Make New PO, This User Can Price Invoices, Remove Schedule Records and Show Full Schedule Board check boxes will allow this user permissions for those actions.
- Customer/Billcode- This field is used to specify a Customer log-in. Select Customer or Billcode from the drop down menu and enter the actual code in the Customer/Billcode field.
- The Status for this user can be changed from Active to Inactive. An Inactive user will not be able to log-in to the system but can be made active again with the same permissions if need be.
- After creating or editing this user, click the Save button at the top of the screen.
- The Log-in History tab shows the dates and times this user has used the system.
cassyjb |
Latest page update: made by cassyjb
, Dec 10 2009, 12:42 PM EST
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