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User Detail
User
Name: Name of User. This is typically the first initial of the
person’s first name and their last name up to 8 characters. For example
”kwright".
Name:
User's full name. For example, Jane Doe.
Password:
User password. Depending on the company setting, passwords must
be at least 4 to 10 characters. No special characters, numbers, or capital
letters required.
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Depending on the module
settings for you company, if you reset another user's password, that user
may be required to change their password upon their next successful login.
When a new user is created,
they will be required to change their password the first time they login. |
Confirm
Password Change: When changing a user's password, enter the
new password a second time to confirm.
Password
Expiration Days: If you want your users to change their passwords
at regular intervals, type the number of days until the password expires
in this field. The default is 0 for no expiration.
Set User
to Inactive: This field is an optional module and may not
appear on your screen. Enter a date in which you would like the user's
status set to inactive.
Organization:
Select from the drop down list of available organizations.
Phone: Users
phone number.
Fax: Users
fax number.
Email Address:
Users complete email address. For example, jdoe@companyname.com.
Email Task
Daily: If checked, indicates whether to send the user a daily email
with a list of scheduled tasks.
Access to
Mobile BuildPro: Activates a hyperlink on the home page to
allow the user to download the Tablet PC and Mobile version of BuildPro.
Email PO
Submit CC’s: If checked, indicates that the user receives email
notification when a purchase order is submitted.
Email PO
Received CC’s: If checked, indicates the user receives email notification
when a purchase order has been received.
Email EPO
Ready: If checked, indicates the user receives email notification
when an EPO is marked ready.
Autopay
Approval Required: If checked, the user may mark tasks complete
but these tasks will not be exported to the accounting system for payment
automatically. The tasks must first be approved by a manager for payment
approval to be exported.
EPO Authority
Amount: The dollar amount or threshold that
the user can enter without needing approval. Blank indicates no limit
and $0 would mean that all EPO's must be approved.
Warning
/ Locked: This determines whether the user
gets a soft warning when going over the limit of an EPO. Warning means
the user will only get the soft warning and the user will be allowed to
create and submit the EPO. Locked means that the user can create the EPO
but it will need approval before submitting to the supplier/vendor.
MPO Authority
Amount: The amount in which the user is
allowed to receive over the original amount of the MPO. Receiving more
than this amount will require approval before the task is exported to
the accounting system.
MPO Authority Percent:
The percentage
in which the use is allowed to receive over the original amount of the
MPO. Receiving more than this amount will require approval before the
task is exported to the accounting system. When used with the MPO Authority
Amount, BuildPro will use the higher of the two when determining if an
MPO needs approval or not.
Saturday
Schedule: Used as the default when this user is creating
a job manually.
Sunday Schedule:
Used as the default when this user is creating a job manually.
International
Weather: If checked, tells the system to display weather from the
country selected from the drop-down list.
Time Zone:
Select the appropriate time zone for the user from the drop-down list.
User Status:
Options are Active and Disabled. Default is Active. Change the
status to Disabled to prevent a user from logging into BuildPro. You cannot
delete a user, so you must disable the user instead.
Address
Address:
Users Street Address if different from the user’s organization’s address.
City: Users
City if different from the user’s organization’s address.
State: Users
State if different from the user’s organization’s address.
Postal Code:
Users Zip Code if different from the user’s organization’s address.
PDA Profile
Assigned to this User: Click the Add PDA Profile link to add a
profile for this user so they can use BuildPro from their Nextel phone
or their hand-help computers.
Roles Assigned
to User: If, after viewing the roles assigned to the user, you
want to add or remove a role, click the Add or Remove Roles link to go
to the User Role Detail screen.
Alternate
Organizations: If you want to assign the user to another organization,
click the Add or Remove Alternate Organizations link. This section only
appears after roles have been assigned to the user.
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