Add a User Account

Add a user account to Mitchell Connect by completing the fields on the New User Account page in Settings. Required fields are easily identified by an orange bar with an asterisk at the beginning of the field.

How to Demo

Watch Create an Account Demo

How to

Create a new estimator user account

  1. On the navigation pane in Mitchell Connect, click Settings.
  2. Click the User Accounts card, and then click the +User Account button.
  3. Type the user information in the following fields: First Name, Last Name, Email, User Name, and Phone numbers.
  4. Type the user's Password. Click Show Password to see the characters you are typing.
  5. Type the License # and select the License State from the list.

    Note: The estimator's state license number appears on the estimate printout, in the header section at the top of the PDF.

  6. Click the Permissions tab and set the User Role, Global Settings, and Products for the new user account. Click the check boxes in the Mitchell Connect section to apply the following options based on user type:
  • Assign Tasks: Allows the user to assign tasks to others.
  • Jobs: User's session opens to the Jobs page at sign in.
  • Tasks: Users' session opens to the Tasks page at sign in.
  • View Others Work: Allows users to view all assignments.

  1. Click Done when you are finished making changes.

Reference

User Account Basic Info Tab

Name Description
Basic Info

The Basic Info tab shows name, user name, password, phone, email, and licenses.

First Name/Last Name

The account owner name (required).

Username

The account name in Mitchell Connect (required).

Password

Click Change Password to modify the user account password.

Email The account owner email address.
Home Phone The account owner phone number.
Mobile The account owner mobile phone number.
License Number Estimating business license number.
License Number State State estimating business license is issued.

 

Permissions tab

Name Description
Permissions tab

Click the Permissions tab to access the settings for:

  • User management
  • Global settings
  • Product permissions
User Management This section includes the User Status and the User Role settings.

User Status

Click Active User to activate or Inactive User to deactivate a user account.

User Role

Click an option to change the user role.

  • Standard Account
  • Administrator
Standard Account The Standard Account role is required to modify access to features.
Administrator The Administrator role is required to manage other user accounts and associated permissions.
Global Settings Select the check box next to each setting to enable it. Clear the check box to disable the setting.
General Info The General Information setting allows account owners to modify the shop's general information.
Notification Settings The Notifications Settings allows account owners to change their Notification preferences for in-app notifications or email alerts.
User Accounts The User Accountssetting allows account owners to manage other user accounts.
View Assigned Tasks The View Assign Tasks setting allows account owners to view tasks assigned to other users.
Products

This section includes settings for the following products:

  • Mitchell Connect
  • Mitchell Diagnostics (if licensed)
  • TechAdvisor (if licensed)
  • Mitchell Cloud Repair (if licensed)
Mitchell Connect

Select the check box to enable access to the following product features:

  • Assign Tasks
  • Jobs page
  • Tasks page
  • View Others Work

Clear the check box to remove permissions.
Assign Tasks The Assign Tasks setting allows account owners to assign tasks to other people.
View Others Work

The View Others Work setting allows account owners to view jobs and tasks assigned to other people.
Mitchell Cloud Repair

Select the check box to enable access to the following product features:

  • Acess to Parts Ordering
  • Approve Repair
  • Convert to Repair Order
  • Repair Preferences

Clear the check box to remove permissions.
Approve Repair The Approve Repair setting allows shop managers to Verify Completed Repair Procedures in Repair QA. You must also select Repair Plan to grant access to Repair QA.
Repair Plan Click the Repair Plan check box to give shop technicians access to Repair QA.
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