Setting up User Access

You must have admin access to setup or edit user access. To setup users click on the user click on the "User Admin" button on the home page toolbar

You will then be presented with the user list

Click on the add button to add a new user.

Enter a user name and password for the user and the fullname of the user. To allow access to the different modules simply check the relevant check boxes. The "My Records Only" check box will let the user have access to their records only

Check the Administrator check box will override all and will allow access to all modules. Checking the Statistics box will allow access to statistics and graph.

You can assign users to the project module. Enter the labour bill and cost charges which will be automatically used when adding labour charges against the user

The Startup Screen by default will show the Working Day screen when logging on, but you can change this if required.

My-CRM will allow users to send HTML formatted emails via Outlook or SMTP. Click on the "Email Settings" button to setup user email settings. See "Email Settings" for more details

Users can access and change some if not all of their settings (depending on access rights) by click on the options button on the menu bar