User Details New

Once the role is associated, it is possible to activate the new user. To do so, you must switch the user's screen to editing mode: click on the pencil located at the top, on the header.

On the details section, you must check the "Active" and "Plannable" options and save once again.

Figure 1 - User Screen Details 

Details contains the following fields:

• Is Client - Identifies the user as a client, for certain system features.

• Approver - Applicable when the user is responsible for approving estimates with big amounts. This option applies when the direct responsible cannot do it.

• Plannable - Applicable when the user will be assigned to Jobs and Tasks.

• Change Password On First Logon - The system prompts the user to define a new password on the first logon. When disconnected with the network, this is the password the user must use.

• Receive Notifications Email - For the user to receive email notifications he should have an email address defined on his user profile.

• Timesheet Required - Allows users to get blocked when timesheets are incomplete.

• Receive Notifications Push Notifications - Allows users to receive system alerts.