How do I Manage My Users inside of ML Work Orders?

How do I add/edit a user?

Admins (users with the admin permission Manage Users and Permissions) have the ability to add new users to the program.

1. The following action can be done by going to Users > Manage Users > Click Actions > Add User

2. If you need to edit a user go to Users > Manage Users > Select the Pencil Icon        () then make your adjustments, and click Save.

Here is an article that goes more in-depth with this information: Manage Users In MLW

Here is a video that discusses this process in more elaborate detail: 

http://videos.masterlibrary.com/watch/JterwCtRA3GegHuf7m3gxy

How do I add a role?

Admins (users with the admin permission Manage Users and Permissions) have the ability to add new roles or modify existing ones in the program.

1. The following actions can be done by clicking Users > Manage Roles > Select the plus icon ()

2. If you need to modify an existing role go to Users > Manage Roles > Select the Pencil Icon ()

Here is an article that goes more in-depth with this information: Manage Roles And Permissions

Here is a video that discusses this process in more elaborate detail: http://videos.masterlibrary.com/watch/Lqe4yrHhh6Wc1kL2Kw2JNr

How do I replace a user with a new employee?

Admins (users with the admin permission Manage Users and Permissions) have the ability to take an existing user account and replace them with a new user. This is going to transfer all roles and permissions from the existing user account to the new one.

1. The following action can be completed by going to Users > Manage Users > Select the () icon

2. Select the user's replacement.

3. Click Save.

Here is an article that goes more in-depth with this information: Replace a User with Another Staff Member

Here is a video that discusses this process in more elaborate detail: http://videos.masterlibrary.com/watch/pYhpBMsEDMxzyrWi6bZKg6