How to create a user login to access Remote Workshop
TABLE OF CONTENTS
- Create the user in Orion
- Set-up the user Role
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
|1.||Keycode||Used when logging in|
|2.||User Name||Your name|
|3.||Password||Must have 8 characters, contain one lower case, one upper case and a number|
|Mandatory for remote workshop users|
IF ticked the default email address will be used when sending emails, i.e. department email address
|5.||Workshop||Tick if you want the user to have workshop functions available in the Web|
Leave UN-TICKED for Timeclock users
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.
There is no need to do this if either is already correct
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.