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: 

• Enter New User in e-manageONE Administrator
• Check Existing Users Manager Settings Tab (most important when your new user is a Sales rep - 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 > Users > Action Item Groups)
• 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 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
• 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 to Integrate the Application
• Set up 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 the User will be pushing from e-Manage to QuickBooks)
• Create Shortcut for Uploading/Attaching Documents
• Adjust “Days in Advance” on Actions To Perform grid (defaults to 7)
• Assign Day Planner Items to Profile(s)

*If Dealership uses Project Matrix