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Use the Employees tab to set up and maintain RepairCenter users.
For each user, you can add and modify the following information:
Automatically transfer this employee information between RepairCenter and your accounting program by packaging the information into a .csv file. The .csv file can then be imported and exported between the two programs. You can also export the list of user accounts as a .csv file.
Note: When an employee leaves the shop, we recommend deactivating the employee's user account instead of deleting it. Flags associated with a deactivated account remain intact, and summary job costing and business reports remain accurate.
How to demo
Creating a User
On the Employees tab, click New. At the bottom of the window, the four tabs where you complete new user information appear blank.
On the Contact Information tab, complete at least the required information (required fields are marked with a red asterisk).
Note: To use the Forgot Password and Change Password functions, the user's contact information must include an email address.
On the Permissions tab, select the check box of the security groupGroups of users with the same permissions. that includes the appropriate permissions.
Warning: Select only one check box. RepairCenter may allow you to select multiple check boxes, but one set of permissions will overwrite another, blocking the user's access to some
functions and features.
On the User Setup tab, complete at least the required information.
Note: For any user writing estimates, we recommend setting Department to Estimator for sales tracking purposes.
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