It is imperative when you set up a New User you setup all of the different Integrations, Manager Settings, Email Signatures, etc. The following is a checklist to help guide you for setting up a new e-manage|ONE user:
- Entered New User in e-manageONE Administrator
- Check Existing Users Manager Settings Tab (most important when your new user is a Sales rep - see below)
- If the new user is a Salesperson you will need to go into any existing users and check "Manage" and "Perform Actions For" where applicable
- Entered New Employee in Human Resource Manager
- Download Application (Software Installation)
- Download and Run Profile Key: Zip file provided by your Implementation leader or enter Profile Key manually (Client Installations)
- Download Project Spec
- Enter License Code (provided by Project Matrix)
- Download Project Notify and Setup Catalogs and Schedule
- Activate Catalogs in Project Spec Catalog Manager
- Connect Project Spec & e-manage|ONE (Project Matrix Integration)
- Set up Implementation & Service Calendar Filters
- Set up Email Signatures
- Set Company Logo
- Download Custom Reports
- Install Quickbooks Files for Quickbooks Integration (Only necessary if QB was installed AFTER e-manage)
- Create Shortcut for Uploading/Attaching Documents within e-manage|ONE
- Add User into Applicable Action Item User Group (Admin > Tools > User Groups Configuration)
- Complete User Credentials in Web Services Setup of the e-manage|ONE Administrator Application (If Applicable)
*If applicable