Application Access – The Employees Tab

Creating a User

1. On the toolbar, click the More menu list at the top right; then select Configuration.
2. Click the Application Access tab. The Application Access tab opens to the Employees tab.

3. On the toolbar, click the More menu list at the top right; then select Configuration.
4. Click the Application Access tab. The Application Access tab opens to the Employees tab.

5. On the Employees tab, click New. At the bottom of the window, the four tabs where you complete new user information appear blank.

   

6. 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.

7. When you're finished entering contact information, click the Permissions tab.

8. 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. If none of the existing security groups suit the user's needs, create a new one.

9. 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.

10. Click Update to add the user. The Payroll Rates tab is now active.
11. Click the Payroll Rates tab.
12. On the Payroll Rates tab, click to select a profit center (department).

• If the user belongs in multiple profit centers and the same rate is earned in each, hold down Ctrl while clicking each profit center until all profit centers are selected.

11. In the Pay Type list, select a pay type.
12. In the $ Rate box, type a pay rate.
13. Click the Update button to save your work.

• If the user belongs in multiple profit centers and different rates are earned in each, repeat steps 10 through 13 until all profit centers are selected and include a pay rate and type.

1. On the toolbar, click the More menu list at the top right; then select Configuration.
2. Click the Application Access tab. The Application Access tab opens to the Employees tab.

3. Click to select the user you want to deactivate.
4. At the bottom of the window, click the User Setup tab.
5. Select the Inactive check box.
6. Click the Update button to save your work.

1. On the toolbar, click the More menu list at the top right; then select Configuration.
2. Click the Application Access tab. The Application Access tab opens to the Employees tab.

3. Click to select the user you want to delete.
4. Click Delete.
5. In the confirmation message, click Yes to confirm the deletion.

Export to your accounting program

Import from your accounting program

1. On the toolbar, click the More menu list at the top right; then select Configuration.
2. Click the Application Access tab. The Application Access tab opens to the Employees tab.

3. On the Employees tab, right-click on the list of user accounts (employees), and then click Export.
4. In the Select employee export file name and folder dialog box, in the File name box, type a name for the file you're creating.

• To save the file in a different location, browse to the target location.

5. Click Save.