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


This opens the User Maintenance screen below:


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 for users to be able to log in to webWorkshop


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 User Key Points:
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


When User accounts are created in the main Orion desktop application, there are default 'Roles' assigned to the user:

  • If Manager is ticked they are assigned the Administrator Role
  • If Manager is NOT ticked - they are assigned the Technician role


If these roles are correct you do not need to proceed with the following steps, outlining how to assign an alternate role in webWorkshop.


Setting Up Roles in webWorkshop


Log in to a manager account here:  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, then Save (3)


The message icon (2) gives you information on what the role can do

Only the Role can be edited here in webWorkshop - the other information can only be edited in the main Orion desktop application