01What it is
A user is a sign-in account: first name, last name, e-mail as the login and a password. An administrator creates the account and sets the password straight away, and a new account has every module disabled until you grant permissions.
Permissions are granted per module: mobile access, daily dashboard, customers and cars, workshop, inventory, tools, suppliers and catalogues, finance and configuration. Each module has the level Edit, View or Disabled.
Role templates set permissions in one click: mechanic, service advisor, workshop manager, storekeeper, accounting and owner.
- THREE LEVELS
- Edit, view or disabled for every module.
- ROLE TEMPLATES
- Six ready permission sets.
- SAFE CHANGES
- Changing someone else's password needs your password and ends their sessions.
02What it is for
Everyone sees their own
A mechanic does not see costs, an accountant does not change jobs.
Fast onboarding
A role template gives a new person permissions at once.
Locked sign-in
Unlock an account or a network after a series of wrong passwords.
Lost phone
Remove the second factor and the employee sets it up again.
03Main options
Users is the account list, the account form and module permissions.
Who has access
Name with e-mail, position and status.
- Status: active, inactive or locked
- Unlock sign-in from this network after a series of wrong passwords
- Unlock the account when it is locked
Sign-in details
First name, last name and a unique e-mail are required.
- Password of at least 10 characters, checked for strength
- Changing someone else's password or e-mail needs your password
- Remove the second factor (lost phone)
- Unticking active disables the account and e-mails that person
Modules and levels
A level for each module or a role template.
- Edit, view or disabled
- Templates: mechanic, service advisor, workshop manager, storekeeper, accounting, owner
- You cannot grant more than you have, or remove your own configuration edit
04Tasks step by step
- STEP 1Open Settings › Users and choose Add user.
- STEP 2Enter the first name, last name, e-mail and password (at least 10 characters). Hand the password over in person.
- STEP 3Pick a role template or set a level for each module.
- STEP 4Link the account to the employee in Settings › Team.
- STEP 1On a locked account choose Unlock account.
- STEP 2When a network is locked after a series of wrong passwords, choose Unlock sign-in from this network.
- STEP 1Open the account and untick active. The person gets an e-mail that the account was disabled.
- STEP 2Their work history stays in the app.
05Actions
The most common tasks around accounts.
Add user
A new account with a password and permissions.
Role template
A ready permission set.
Unlock
An account or a network after wrong passwords.
Remove the second factor
After a lost phone.
06What it connects to
Choose a module to see how it connects to accounts.
Session and security
Session time and the second factor for the whole workshop.
Go to the topicSession and securityMy account
You change your own password and sign-in e-mail in My account.
Go to the topicMy account