A user represents any individual who will require access to your PPW system.
- Go to Admin > Users
- To add a new user, click the “Add User” button. This will open a new screen which contains the following sections:
- User information
- Message Alert Options
- Sub-contracting Company Associations
- Misc. Settings
- Associated Mobile Devices
- Past Logins
- Enter user information.
- Set the appropriate message/alert options:
- We recommend setting up these base email options and allowing the user to add/remove other:
- Notes
- New WO’s
- Follow up
- We recommend setting up these base email options and allowing the user to add/remove other:
- Utilize these fields, if applicable:
- Contractor Score
- Used to store a score calculated on your specific contractor SLAs.
- Insurance Expire
- Place a date here if you would like to receive alerts when insurance is about to expire.
- ABC #, used to store a contractor’s ABC #, if applicable.
- Contractor Score
Field Definitions
First Name: The First name of the contractor, which will appear on the website.
Last Name: The last name of the contractor, which will appear on the website.
Company Name: The contractor's company name can be used in combination with the admin setting to display the company name rather than the first and last name.
Login Name: This is the login name that the contractor will use to log in.
Password: This is the password that the contractor will use to log in.
Generate Password: This auto-generates a random password into the password field.
Email New Password: This is a check box that allows a newly created password to be emailed to the email associated with the account (only enter this when adding a new account or changing the password of an existing account).
Email: The email associated with the account is the email from which the user will receive all email notifications and password resets.
Group: This assigns the user to a group from your existing groups that grants their permissions. ***Please note: Each user should be assigned to one group.
Show In List: These two boxes allow the user to show either the contractor drop-down to assign work or the admin drop-down.
Active: This allows you to make a user active. Inactive users cannot log in to PPW.
Display all Work Orders: This allows the user to see all work orders in your system, even if they are not assigned to a specific work order.
View All WO History: This allows the user to view all of the access history for the work order they are viewing.
Discount Percentage: Sets the user's individual discount percentage.
Time Zone: Sets the user's time zone.
Skip on Auto-Assign: This will allow the user to be skipped if they are set to receive work via auto-assign.
End User’s Legal Name: This section is for record-keeping of the user.
- Legal First Name:
- Legal Last Name:
- Cell Phone:
- Address:
- City:
- State:
- Zip:
Copy account name to legal name: This pulls over the user’s first and last name from the above section as their first and last legal name.
Comments/Notes: Allow the addition of comments and/or notes to be entered in regard to the user.
Comments