New User Access
When new employees come on board, establishing the users access to Pacific Solutions Software is Important.
Create The User
Begin by clicking on Personnel/Access in the admin panel, this will bring you to a list of existing employees
A list of existing users will be displayed. To add a new employee: select the down arrow to the right of any line.
In the box that opens fill in the following items: Required: Name, Email Address. If multiple branches are present select the branch the user will operate in, any other information is up to preference. Keep in mind that anyone that as access to the personnel record has access to any of the information displayed.
Establish Access
Use the Return button at the bottom of the screen to return to the list of users.
Open the access level example (or user) that most closely matches the employees job description (or desired access) using the (i) to the right of the line
The user's general information tab will be displayed, click on the access level tab
On the top right hand corner select Copy Access (make note of the Access Level indicator next to the update Button)
Click return at the bottom of the screen
The list of users will be displayed, click on the (i) to the right of the new employee being established
Click on the access level tab
Click paste access on the top right hand corner and select the access level from the dropdown list (do not click update)
In the bottom right hand corner check both expanded layouts boxes
Setting a Sales Person
Select the Profile/Commission Tab
Only users that are marked as sales people can be selected as a sales person on jobs. If the user is a sales person, check the "Sales Person" box on the left hand side of the screen.