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  1. Access Schedule from the URL link that was provided to you during setup.
  2. Use the predefined username and password that was provided to you.
  3. Select the menu Image Removed icon in the top left corner next to Scheduling.
  4. Select Administration.
  5. Select the User Detail tab.
  6. In the Users section, select + New User.
  7. In the Detail section, enter the user information in the Detail section.
    • User Name
      This is the username that is used to log into Schedule.
    • First/Last Name
      Enter a first and last name.
    • Email Address
      Enter an email address.
    • Time Zone
      Select the time zone
    • ERP User ID
      From the drop-down, select the username that is used in Microsoft Dynamics GP for the user.
    • Default Company
      Select the default company. This is the company that will display, but you are able to can change the company. See Changing Companies for more information.
    • Disabled
      This checkbox is used to disable the user.
    • Password/Confirm Password
      Enter the password to use for logging into Schedule. Re-enter the password in the Confirm Password field.
  8. Select Save.
  9. The user will be added to the Users section. 

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Note

Only users with an assigned role are able to can log into Schedule.