How to create a user login to access Remote Workshop


TABLE OF CONTENTS


 


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
4.
4a		Email Address
Ignore		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  https://orion.sam.co.nz/sam


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.