How to create a user in Orion
For information on how to set-up users in webWorkshop:
[webWorkshop] User Logins - Setup
It is HIGHLY recommended that all users have a password, anyone will access to the Orion log-in screen will be able to access Orion without these.
TABLE OF CONTENTS
Create the user in Orion
In Accounts, go to Maintenance > System Setup > Users
See your system administrator if you do not have access to this
Click on Insert
This opens the User Maintenance screen below:
1. | Keycode | Used when logging in |
2. | User Name | Your name |
3. | Password | Must have 8 characters, contain one lower case, one upper case and a number |
4. 4a | Email Address Ignore | Mandatory for remote workshop users IF ticked the default email address will be used when sending emails, i.e. department email address |
5. | Workshop | Tick if you want the user to have workshop functions available in the Web Leave UN-TICKED for Timeclock users |
6. | Web Interface | Mandatory for users to be able to log in to webWorkshop |
A: You must have at least one user with manager access to set-up the users role on-line
Further details for Technician users
It is suggested that a Default Technician is set up, this will allow filters to be used more easily and allow them to clock in and out of their jobs more easily as well.
In the "User Maintenance", click on the Workshop tab, then select the default technician
Further details for Timeclock users
You can specify which department Timeclock users will be available in by selecting them in the Security button in the Workshop Tab:
To access the Workshop tab the Workshop Module (#5 above) HAS to be ticked
Remember to Untick "Workshop" in modules above (#5) once the workshop has been selected
or it will increase your concurrent user count when logged in
Timeclock User Key Points:
Do not take up any concurrent logged in user licenses
Require a unique REAL email address
#5 above is UNTICKED