Users
The users section allows you to add or update admin portal users. This includes resetting a password.
These users are specific to the administration portal. Public accounts and bidding portal users (employees) are each separate.
Add a user
To add a user, you need to:
- Login to the application
- Select the "Configuration" button on the main toolbar
- Select “Users” in the configuration menu at the right of the screen
- Click the "Create User" button in the Search Criteria box
You will move to the "Add User" screen. Enter the requested user information into the fields provided and select the "Save" button at the bottom of the screen to complete the process.
Select an account user type
From the "Add User" screen, you can select one of the following account types.
Administration users have full access to all aspect of the application.
Finance users can view and approve requests, generate contracts and invoices, create reports, and edit rates in the configuration tab.
Users can only access the "Requests" and "Accounts" tabs. They cannot generate reports of access configuration settings.
Update a user
To update a user, you need to:
- Login to the application
- Select the "Configuration" button on the main toolbar
- Select “Users” in the configuration menu at the right of the screen
- Locate the user to update in the user list (you can use the search box to help find a user)
- Select the "Update" button to the right of the user
This will take you to the "Update User" screen. From here, you can:
- Make any changes required
- To update a password, check the box provided then enter and confirm the new password
- Select the "Save" button at the bottom of the page provided