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.

IMPORTANT

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. Select the menu icon in the top left corner next to Scheduling.
4. Select Administration.
5. Select the User Detail tab.
6. In the Users section, select + New User.
7. In the Detail section, enter the user information in the Detail section.
   • User Name
     This is the username that is used to log into Schedule.
   • First/Last Name
     Enter a first and last name.
   • Email Address
     Enter an email address.
   • Time Zone
     Select the time zone
   • ERP User ID
     From the drop-down, select the username that is used in Microsoft Dynamics GP for the user.
   • Default Company
     Select the default company. This is the company that will display, but you are able to change the company. See Changing Companies for more information.
   • Disabled
     This checkbox is used to disable the user.
   • Password/Confirm Password
     Enter the password to use for logging into Schedule. Re-enter the password in the Confirm Password field.
8. Select 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, select Assign Role.
2. In the Available Roles window, mark the Role checkbox.
3. Select Assign Role.

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