New User Setup Checklist
- Stephanie Pepper (e-manage|ONE)
- Ravi Cheema
- Maresa Rojas
Owned by Stephanie Pepper (e-manage|ONE)
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 > 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 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
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 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)
Adjust “Days in Advance” on Actions To Perform grid (defaults to 7)
Assign Day Planner Items to Profile(s)
*If Dealership uses Project Matrix