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 Enter 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)
- Add User into Applicable Action Item User Group(s) (Admin > Tools > User Groups Configuration)
- Grant Additional Division Access if Necessary
- Complete User Credentials in Web Services Setup of the e-manage|ONE Administrator Application (If Applicable - See Vendor Integrations for additional information)
- Entered New Employee in Human Resource Manager
- Download Application (Software Installation)
- Resources Employee Manager
- Attach Employee to User Drop Down in HR Employee Manager
- If Applicable, Attach User to Salesperson (Only if User is a Salesperson)
- If Applicable, Attach User to Installer (Only if User is an Installer)
- If User is a Salesperson, Apply Commissions Plan
- Install e-manageONE on Users Machine
- 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
- Set up Implementation Installation & Service Calendar Filters
- Set up Email Signatures
- Sync Outlook with e-manage|ONE
- Set Company Logo
- Download Custom Reports
- Install Quickbooks Files for Quickbooks Integration Files (Only necessary if QB was installed AFTER the User will be pushing from e-manageManage to QuickBooks)
- 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)
...
- Adjust “Days in Advance” on Actions To Perform grid (defaults to 7)
- Assign Day Planner Items to Profile(s)
*If Dealership uses Project Matrix