In this section we will review all of the items you need to remember when setting up a New User in e-manageONE. Below is a checklist with links to resources to ensure you do not miss a step!
- Entered New User in e-manageONE Administrator
- Check Existing Users Manager Settings Tab
- 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
- Project Matrix (If Applicable - See Below)
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
- Complete User Credentials in Web Services Setup of the e-manage|ONE Administrator Application (If Applicable)
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