👤 New User Setup Checklist for e-manage|ONE

Before setting up a new user in e-manage|ONE, please ensure you have an available license or seat.

Don't see the option to add a new user?
Navigate to the Help Menu → Send a Help Request → Select Licensing and Billing Questions, and our support team will assist you.

✅ New User Setup Requirements

Setting up a new user involves more than just entering a name—it's essential to configure all integrations, permissions, and preferences to ensure smooth onboarding.

🛠️ e-manage|ONE Administrator Setup

Add New User via the e-manage|ONE Administrator
Check Manager Settings from an existing user profile
- Especially important for Sales roles: Make sure “Manage” and “Perform Actions For” are configured on applicable user records.
Assign Action Item User Groups
- Navigate to: Admin > Users > Action Item Groups
Grant Division Access (if applicable)
Complete Web Services Credentials
- Required for vendor integrations. See Vendor Integration Guide.

🧾 Human Resources Configuration

Enter new employee in HR Employee Manager
Link Employee to User Dropdown in HR Manager
Link to Salesperson profile (if applicable)
Link to Installer profile (if applicable)
Assign a Commission Plan (if user is a Salesperson)

💻 Installation & Profile Setup

Install e-manage|ONE on user’s machine
Download/Run Profile Key
- Use the ZIP file provided by your Implementation Lead, or manually enter the profile key.
Install QuickBooks Integration Files (only for users pushing to QuickBooks)

🧰 Spec Integration Setup (If your dealership uses Spec)

Download Configura Spec
Enter Spec License Code
Download & configure Project Notify
Activate Catalogs via Spec Catalog Manager
Connect Spec with e-manage|ONE

📅 Final Configuration

Setup Installation & Service Calendar Filters
Configure Email Signatures
Sync Outlook with e-manage|ONE
Set Company Logo
Download Custom Reports
Create Document Upload Shortcut
Adjust “Days in Advance” on the Actions To Perform grid (default = 7)
Assign Day Planner Items to applicable profile(s)

📌 Pro Tip

Use this checklist to streamline onboarding and avoid common setup gaps. A complete user setup ensures smooth workflows, proper reporting, and full integration across tools.