How to create a user login to access Remote Workshop



Create the user in Orion

In Accounts, go to Maintenance > System Setup > Users

See your system administrator if you do not have access to this

Click on Insert

User Maintenance:

1.KeycodeUsed when logging in
2.User NameYour name
3.PasswordMust have 8 characters, contain one lower case, one upper case and a number
Email Address
Mandatory for remote workshop users
IF ticked the default email address will be used when sending emails, i.e. department email address
5.WorkshopTick if you want the user to have workshop functions available in the Web
Leave UN-TICKED for Timeclock users
6.Web InterfaceMandatory

A: You must have at least one user with manager access to set-up the users role on-line

Further details for Technician users

It is suggested that a Default technician is set up, this will allow filters to be used more easily and allow them to clock in and out of their jobs more easily as well.

In the "User Maintenance", click on the Workshop tab, then select the default technician

Further details for Timeclock users

You can specify which department Timeclock users will be available in by selecting them in the Security button in the Workshop Tab:

To access the Workshop tab the Workshop Module (#5 above) HAS to be ticked

Remember to Untick "Workshop" in modules above (#5) once the workshop has been selected
or it will increase your concurrent user count when logged in 

Timeclock users:
Do not take up any concurrent logged in user licenses
Require a unique REAL email address
#5 above is UNTICKED

Set-up the user Role

The manager should log-on and set-up the user.

By default one of two will be used, this depends if Manager is ticked or not when creating the user:

If ticked - The role will be Administrator

If NOT ticked - The role will be Technician

There is no need to do this if either is already correct

Go to

If it is your first time logging in then you will need to verify your email address - see this article for more information.

Click on the company name (1) > Setup (2) > User Logins (3) > User Name (4)

Click on the Role (1) and select whichever is appropriate, the Save (3)

2: This gives you information on what the role can do

Only the role can be edited here - the other information can only be edited in the main version of Orion.