User Manual

Creating Users
On the homepage of your portal click “Users” across the top of the screen.
On the right-hand side of the screen click the red “NEW USER” icon.
Input user information including: personal info, contact info, access level &
branch access options.
Click the blue “CREATE NEW USER” icon.
Your new user will now appear on your “Manage Users” list.
Viewing Users
This view will show you a list of all active and inactive users.
If you wish to see pending users, check the box next to “Pending Users”.
Selecting Users
To choose a user click the blue user name.
User Dashboard
Once on the selected user dashboard you will see:
Last Account Visited
This section includes the name of the account as well as the date.
Account Visits
This section is the number of accounts the user has ever visited.
Average Visit
This section is the average time it takes for the user to service an account.
Service Locations
This section is a map of one of the locations the user has serviced.
Accounts Serviced
This section is a full listing of all accounts the user has serviced.
For each account visit it will show you the day/time it was serviced, the
account name, the duration of the service, how many devices were serviced,
how many events total for all devices at that service visit and any notes
recorded during the service visit.
In this section you can click the blue dates to pull up a specific service date
Also you can click any of the blue account names to navigate to that specific
account’s dashboard.