Enter Info:

• First and Last Name: Full legal name as it appears on official documents.
• Date of Birth (DOB): Month, day, and year.
• Hire Date: Start date of employment, including month, day, and year.
• Phone Number: Contact number with area code (specify if it’s a mobile or office number).
• Yearly PTO (Paid Time Off): Total number of paid time off hours or days provided per year.
• BFS Email: Business email address, including the correct domain.

Preferences:

Default Shop:

• Purpose: Sets the primary store or shop location to be automatically selected for transactions or operations.
• Examples: Choose from available shops like “Main Branch,” “Downtown Store,” or specific online shops, if applicable.

Default Landing Page:

• Purpose: Defines which page loads first when accessing the system. This could be the homepage, dashboard, account overview, or a specific department page.
• Examples: Options could include “Dashboard,” “Order Management,” “Inventory Overview,” or “Customer Support.”

Default Store View:

Select : Master, List, Schedule, Calendar

Default Service View:

• Purpose: Sets the preferred view for managing services. This might apply to customer service or backend systems, highlighting a specific service area.
• Examples: Options could include “Customer Service Overview,” “Order Processing,” or “Inventory Management.”

Enter Login/Access Information:

• Navigate to the User Management or Access Control section within the system.

Add Account Name:

• In the Account Name field, input the desired username for the new account.
  • Ensure the username is unique and easily recognizable for the user.

Add Password:

• In the Password field, enter a secure password for the account.
  • Follow any password requirements (e.g., minimum length, special characters) as specified by the system.

Select Privilege Set:

• Choose the appropriate Privilege Set from the dropdown menu:
  • Admin
  • Management
  • Driver
  • This defines the access level and permissions for the user.

Change Privilege Set:

• If you need to modify the privilege set after the initial selection, choose a new option from the dropdown menu (Admin, Management, Driver).
  • This allows for adjustments based on the user’s role within the organization.

Indicate Roles:

• Use the checkboxes to assign specific roles to the user:
  • Driver
  • Tech
  • Can Close Service Orders
  • Check all that apply based on the user’s responsibilities.

Activate User:

• Once all information has been entered and roles assigned, find and click the Activate User button to finalize the user account setup.
  • This action will enable the account and grant the user access to the system according to the specified privileges and roles.