Schedule 2021 (4.6)
Schedule 2021 (4.6)
Breadcrumbs

Setting up Users

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.

Before setting up users in Schedule, verify that the user has an SMS User Profile in Service Management. For more information, see Setting Up Security in the Signature Service Management User Guide.

To set up users:

  1. Access Schedule from the URL link that was provided to you during setup.

  2. Use the predefined username and password that was provided to you.

  3. Choose the menu  menu2.png  icon in the top left corner next to Scheduling.

  4. Choose Administration.

  5. Choose the User Detail tab.

  6. In the Users section, choose + New User.

  7. In the Detail section, enter the user information in the Detail section.User NameThis is the username that is used to log into Schedule.First/Last NameEnter a first and last name.Email AddressEnter an email address.Time ZoneChoose the time zoneERP User IDFrom the drop-down, choose the username that is used in Microsoft Dynamics GP for the user.Default CompanyChoose the default company. This is the company that will display, but you are able to change the company. See Changing Companies for more information.DisabledThis checkbox is used to disable the user.Password/Confirm PasswordEnter the password to use for logging into Schedule. Re-enter the password in the Confirm Password field.

  8. Choose Save.

  9. The user will be added to the Users section. 

If you have already set up Roles, you can assign a role to this user:

  1. In the User Roles section, choose Assign Role.

  2. In the Available Roles window, mark the Role checkbox.

  3. Choose Assign Role.

Only users with an assigned role are able to log into Schedule.