Configuring Users to Access the Dashboard

Owned by Chellie Esters
Last updated: Jul 31, 2020 by Anastasiya Dashuk (Unlicensed)

Once you have the new user set up with the proper permissions and locations and have saved all of your changes. You can return to the list of users and select the Dashboard(s) for the new user, if required.

⦿ How to Assign a Dashboard to a User
  1. On the top-left of the page, click the menu icon, and select Admin > Permissions > Users. The list of users appears.
  2. Search for the user you wish to assign a Dashboard.
  3. Click the Dashboard name.
    Dashboard Not Assigned
    1. When a user is not assigned to a Dashboard, you will see No Dashboard.
    2. When a user is assigned to a Dashboard, you will see the name of the Dashboard as configured in your system (for example: “Main Dashboard”, “Retail Dashboard”, or “Expert Dashboard”).
  4. Select the required Dashboard from the drop down.
  5. (For "Dashboard Only" or Location/Store users) Select Redirect to Dashboard for those users who should only use the Dashboard to enter work orders. Leave unchecked for user to access Service Automation when logging in.
  6. Click Save. The user’s listing is updated with the selected Dashboard.
    Assigned Dashboard

 

⦿ How to Edit a User

Once a user is in the system, you can make modifications to his or her account at any time. However, you cannot delete a user from the system. If you want to remove access for a user, you must disable the user.

  1. On the top-left of the page, click the menu icon, and select Admin > Permissions > Users. The list of users appears.
  2. Search for the user you wish to edit. 
  3. Click the Edit Pencil icon next to the in the Action column next for the user. The user’s account will display and you can make your required changes. 
  4. Save your changes if you modify account information in any of the tabs.

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