Adding a User

Purpose: Being able to add users, and the information within the user page, is pertinent to making sure that mapping, diary events, destination arrival estimations, all flow smoothly. Not having these can cause issues in the system. Being able to add as much possible information to your engineer is also very important in administrative maintenance.

Users are the individuals that will be operating the Commusoft system. These can be managers, engineers, accountants, or anyone else that will be using the system.

Please note:

  • Adding additional users once your account is live will increase the monthly cost of your usage (since users are based on the amount of licenses you have.)

Viewing Active users

  1. Go to profile button > Settings > Users > Users

  2.  Within this page, you will see a list of your existing users that you can filter using the search bar in the top left of the page. In the top right corner, there is the option to 'Add new user'.

Screenshot_2019-06-04_at_08.57.17_-_Display_2.png

 

Add new user

Profile Icon > Settings > Users > Users > Add new user.

  1. Assign licences
    • Click the dropdown titled Job management and select the license you would like to apply to the user as well as define their Role level.

  2. Contact details .
    • Decide whether or not you want them to 'Appear in the diary' or not using the checkbox

  3. Account information 
    • You can add skills to a user's profile from this page and you can also from the 'Contact details' section. You can assign the user to specific 'Groups'
    • You can also select the 'User type' from the dropdown depending on what kind of user's profile you're setting up.

Click 'Save user' - This will trigger an email to be sent to the Contact email entered detailing how to log in.