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.
- Access Schedule from the URL link that was provided to you during setup.
- Use the predefined username and password that was provided to you.
- Choose the Hamburger menu
in the top left corner next to Scheduling. - Choose Administration.
- Choose the User Detail tab.
- In the Users section, choose + New User.
- 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 check box 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.
- User Name
- Choose Save.
- The user will be added to the Users section.