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The User Detail page allows you to add a new user or change information
about an existing user. You cannot delete a user because that causes billing
issues. You must disable the user instead.
To add a new user:
On the Manager tab, click
the Add New User link on
the Left Nav. Complete the required information
referring to the Field Descriptions Table for assistance. Click the Add
User button and the User Role
Detail page opens.
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If the user uses a PDA
or Nextel phone to work a job, then click the Add
PDA Profile link and complete the profile. |
Click the check box
next to each desired role for this user. Click the Update
button. The User Detail page opens.
To update user information:
On the Manager tab, use the
user search to locate the appropriate user detail information.
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If the user uses a PDA
or Nextel phone to work a job, then click the Add
PDA Profile link and complete the profile. |
On the User Detail
page, make any necessary changes. To change the user's role(s),
click the Add or Remove Roles
link in the Roles Assigned to User section.
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Access to this link is
controlled by a role function. If you do not see this link, contact your
job admin to add this role function. |
Click the Update
User button.
To
disable a user:
On the Manager tab, use the
user search to locate the appropriate user detail information. On the User Detail page, scroll
to the bottom of the User Detail section, above the Address section. Change the User
Status to Disabled. Click the Update
User button.
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