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You must have an available seat or license to setup a New User. If you receive a message indicating you do have the ability to setup a New User, please reach out to Support via the Help Menu → Send a Help Request → Licensing and Billing Questions. |
Log into the e-manage Administrator Application
Select Users > New → User WizardList
Complete the form in the the New User Wizard
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If you check “Is an Installer”, the user will gain acess to the mobile Crew app and ONLY the Crew app (no desktop access). See here for more information: Admin Setup for the Crew App
If you check “Is a Salesperson”, the user will be added as a drop down selection for Salespeople.
If you check “Is a Subcontractor”, the user will gain access to the mobile Partner app and ONLY the Partner app (no desktop access). See here for more information: Partner Setup
It is imperative that with
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each new
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Salesperson you create, you check your existing
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user profiles and adjust their manager settings accordingly. See Salesperson / Manager / Action Item Config for more information.
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User Group Setup is used when setting up Action Items. You will need to place the new employee in the appropriate group to ensure they receive the correct Action Items.
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6.You may select from a variety of program functions to automatically open upon e-manage|ONE login.
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