User Management

The logins for all the users in your company are controlled using this screen.

The features available to a user and the facilities to which a user has access are controlled by how they are set up on this screen. Your company administrator will need to setup a login for the shop manager for each shop. The shop manager for each shop can setup the logins for each of the employees in each shop.

The Company Administrator for each company can control the logins for every user in your company. In large organizations it may be too time consuming for one person to manage the logins for every person using AdjustRite, so we have included the ability for Shop Managers to manage the logins for the shops assigned to them. The Company administrator will need to manage the logins for the manager of each shop, but all the other users for each shop can be managed by either the Company Administrator or the Shop Managers assigned to the shop. If a manager is assigned to multiple shops he will be able to manage the logins for everyone working in each of those shops assigned to him.

The Users box displays the last name and first name of each user for which you have responsibility. If you are the Company Administrator, this will list every user in your company. If you are a Shop Manager, this will list all the users in the shop(s) assigned to you. You can't type anything in this box, but can look up users by clicking on the down arrow to the right edge of the box. The list is sorted alphabetically by last name. You can move forward in the list by just typing the first letter of the last name you are looking for. Click on a users name to make their login "active". You can perform the following five functions (each activated with a separate button) once a users login is "active":

Add User button: Using this button does not actually require an existing user to be active, as this function is used to create a login for a new user. This button will change the text in the Users box to "New User" until you are finished entering the login information for your new user. See the detail user information below for detail instructions for each user.

Reset Password button: This button is a lifesaver when a user has forgotten their password. Clicking on this button will reset the users password to be the same as their user name. The first time they login after you reset their password they will be prompted to enter a new password (this happens anytime the username and password are the same).

Delete User button: Be positive you have selected the right user before clicking on the delete button, as the only way to get them back on the system would be to add them again. When you click the delete button a message box will pop up in the middle of the screen asking if you are sure you want to delete the user. Click "OK" if you are sure.

Save button: You must click on the Save button after adding a new user or changing information for an existing user. Any changes made without clicking this button will not be saved.

Clear button: Clicking this button will set every field back the way it was when you first selected the user from the list. If you are adding a user this will clear all fields.

The following information can be entered for a new user or changed for an existing user:

• User data fields:
  • First Name: This is the first name of the user and will be displayed in the Users list.
  • Last Name: The last name of the user will be displayed in the users list and will sort the list.
  • UserName: This is the User ID each person uses when they login.
  • License #1: Optional field for entering the users certification license number.
  • License #2: Optional second license number field.
  • Phone: Enter the primary contact phone for this user.
  • Fax: Enter the fax number for this user.
  • Email: Use this to enter an email address. As this is a text field, you can also use it to enter a cell phone number if you would rather enter that info.
  • Show Forgettables List: Check this box if you want to automatically display the Forgettables List each time an estimate is created. The checklist may still be displayed and printed by using a button on the estimate screen, even if this box is not checked.
• Available and Selected Roles: Two large boxes on the top part of the User Management screen list Available Roles and Selected Roles. You must select at least one role for each user, and can select as many as you want. The tasks available to users are determined by the roles assigned to them. Each role has tasks assigned to it, with some overlap for some roles.
  • Company Administrator: The company administrator can set up and change company and facility information. They can also add users and assign any role to those users. The Company Administrator role does not permit entering, changing or deleting estimates - if you want a user to have the ability to do everything, assign them both Company Administrator and Shop Manager roles.
  • Shop Manager: This role includes all estimate and maintenance functions and also includes the ability to add users within their own shop(s). Managers may not however assign the Company Administrator role to users, nor may they assign facilities to users other than those they have been assigned themselves by the Company Administrator.
  • Estimator: This role lets the user add, change and delete estimates. These users may also change the rates on the Rate Override screen.
  • Jr. Estimator: These users can add and change estimates but may not delete them, nor can they lock estimates or create supplements. They may also not change the rates on the Rate Override screen.
• Member of: The large box on the bottom right part of the screen shows the company structure and identifies which facilities are assigned to the user selected. Each user must be a member of at least one facility. Each user will also have one default facility, which is the facility they will be directed to automatically when they login. If a user is assigned to multiple facilities they will be able to switch between them from the Home screen by clicking on the down arrow on the right edge of the facility box (right below and to the right of the AdjustRite logo).
  • Setting the default facility for a user. You need to first set yourself to the facility you want to assign as the default facility for a user. You do this by selecting the facility from the facility box just to the lower right of the AdjustRite logo (this box can only be changed when you are the Home screen - you can get there by clicking on the AdjustRite logo from any screen). Then you go into User Management and select the user you want to set to your current facility. The current facility will then have a gray checkbox. Click on the Save button to save that as the default facility for the selected user.
  • Selecting facilities. Click on a specific facility to either check it or uncheck it. You can select an entire company or region by clicking on the appropriate checkbox on the company structure tree on the left side of the User Management screen. You can not uncheck the default facility. As mentioned in the previous line the system will always set the default facility to the facility you currently have selected for yourself.