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Admin Options - Users

Posted by Manuel Soto Thursday, April 18, 2013

Users

Use this article to learn about setting up, managing, and deleting users.

UsersPanel

Setting Up Users

Each user in EDGE must be assigned at least one role, but a user may be assigned more than one role. Every role has specific security rights and permission to access different areas in EDGE. Assigning roles also affects related columns in the shop reports. The four roles that can be assigned are:

  1.  Technician: The technician has the ability to open the Tech View screen and use all of its associated functions. The technician also has the ability to access factory Web sites through the Full/Split Viewer tab in EDGE.
  2. Service Advisor: In addition to the rights given to technicians, service advisors have the ability to work with the Treatment Plan screen, print reports and forms, open Tech View, and access factory Web sites through Web Access. Because service advisors have rights to use Tech View, there is no need to assign a service advisor as a technician unless the advisor sometimes functions as a technician.
  3. Manager: The manager has access to every area of EDGE. The manager has access to Admin Options in addition to Tech View and the Treatment Plan. A person who has been assigned to the manager role may configure shop addresses and settings, assign user rights, create inspection and maintenance packages, and create shop reports.
  4. Other: The other role has the same rights as the service advisor, but they will not be included in the EDGE reports unless they have EDGE activity.

 

Add a User

To add a new user to EDGE, take the following steps:

  1. From the EDGE menu, select Tools, Admin Options to open the Administrator Options Panel.
  2. Click on the Users tab to display the list of current users.
  3. Click the Add button to display the Add EDGE User dialogue box.
  4. Select a DMS user ID from the list or click By DMS User ID and key in the DMS user ID to associate the EDGE user ID with a DMS user ID.
  5. Click OK to display the Edit User dialogue box.
  6. Key in the requested information and select at least one user Role.
  7. Click OK to add the new user to the list.

 

Edit a User

To make changes to an existing user, take the following steps:

  1. From the EDGE menu, select Tools, Admin Options to open the Administrator Options Panel.
  2. Click on the Users tab to display the list of current users.
  3. Locate the user you want to change in the list and double-click the row to display the Edit User dialogue box.
  4. Make the required changes and click OK to save.

 

Deactivate User

It is not possible to delete a user ID from EDGE because of the history that is associated with it. To make a user ID inactive, take the following steps:

  1. From the EDGE menu, select Tools, Admin Options to open the Administrator Options Panel.
  2. Click on the Users tab to display the list of current users.
  3. Locate the user you want to change in the list and click the row to highlight it.
  4. Click the Deactivate button on the right to move the user to the Inactive Users list.

To reactivate a user, take the following steps:

  1. Click the Inactive Users radio button on the right side of the Users panel
  2. Find the user you want to activate in the list.
  3. Click on the row to highlight it and click Activate.
  4. Click on the Active radio button to display the active user and see the reactivated user in the list.
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