Managing Users in Hauling Software
** You must have User Administration Access to use this feature **
1.) Select User Administration Function from the Drop-down Menu:
2.) After selecting User Administration you will be directed to the Employee/User Administration Home Page. From here you can Add a new User/ Employee, Edit an User/Employee, and Set an Employee to Inactive.
Adding a New Employee/ User:
1.) To Add a New Employee/ User select the Add Employee/User button:
2.) Fill in the Appropriate Fields
a.) User Information
b.) Select which Available Modules you want this New Employee/ User to access
* Recommend to limit lower level employee/ user to the minimum access *
c.) Assign which Yards they can Access
d.) After completing all Fields, select the Create User button to Save Employee/ User
Editing a Employee/ User
1.) To Edit an Existing Employee/ User select the Edit button next to the appropriate user you want to edit:
2.) After Selecting Edit button you will be prompted with the Edit Employee/ User window. Here you can change passwords, modify employee/user access, and modify assigned yards. After all modifications are complete, select the Save Changes button.
Setting an Employee/ User to Inactive:
** Do Not Delete Employee/ User, Only Set Employee/User to Inactive.**
1.) If an Employee/ User no longer requires access, setting the Employee/ User to Inactive by accessing the Employee/ User and selecting Edit them as shown above.
a.) Select the User Status Tab under User Information
b.) Change Employee/ User from Active to Inactive.
c.) User will now be an Inactive Employee/ User
b.) Select the Save Changes button
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All information provided is for software products produced by CantrellJackson.com