/
Setting up users
Document toolboxDocument toolbox

Setting up users

Owned by Documentation Reviewer
Nov 19, 2021

When logging in for the first time in Schedule, the administrator needs to create their user profile by completing the Detail section as well as the User Roles section.

IMPORTANT

Before setting up users in Schedule, verify that the user has an SMS User Profile in Service Management. For more information, see Setting Up Security in the Signature Service Management User Guide.

To set up users:

  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. Choose the Menu  button in the top left corner next to Scheduling.
  4. Choose Administration.
  5. Choose the User Detail tab.
  6. In the Users section, choose + 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: Choose the time zone
    • ERP User ID: From the drop-down, choose the username that is used in Microsoft Dynamics GP for the user.
    • Default Company: Choose the default company. This is the company that will display, but you are able to change the company. See [Changing companies for more information.
    • Disabled: This checkbox is used to disable user.
    • Password/Confirm Password: Enter the password to use for logging into Schedule. Re-enter the password in the Confirm Password field.
  8. Choose Save.
  9. The user will be added to the Users section.