*to create a new user you will need to be a Buildlogic admin user*
*Field users should be created from the Contact Card* -
See:
General/Admin user Setup:
Log in to Buildlogic and navigate to System > User & License
To create a new user press the ‘+New’ button
After entering the user information and confirming it is correct, hit the save button under the "default landing page" selection.
Next you will need to allocate modules to the user, at the bottom of the screen -
The numbers next to each module, indicate how many licenses are available and how many total licenses for that module.
Example: 0 out of 2 available
If I needed to allocate this to a new user, I would need to contact support to purchase another license (support@buildlogic.com.au) (or remove the license from an existing user and reassign to the the new user)
Any modules that have licenses available can be ticked in this screen and that will give the user access to those modules.
Every user needs a core license, all other modules are optional.
When you've enabled the modules that the user requires and saved, you can select a module to open up a list of functions, which will appear below the modules list.
This allows you a bit of extra control over certain things a user can do or see relating to the individual module,
Each module has a range of different functions you can look through, see an example for purchases below:
Once the new user is set up and modules allocated, you can ‘Send invite’ which will email a link, with their username and password, to the assigned email address.
Field Explanation:
Email: *Once a user is saved the email address cannot be modified! - ensure the email is correct before hitting save*
If you enter the incorrect email address you will need to mark the user deleted and start again.
Purchase Prefix: This is the letter that appears before purchases created by this user, e.g. if a user has a prefix of P - Purchases created by this user will be P000001, P000002, etc.
Linked contact: If the user is going to enter their time via timesheets you need to set up a contact (Contacts > List > +New) and select it from this drop down menu
Default Landing Page: Dictates what page is displayed on login
Role: Admin user has access to System menu and administrator functions, General user does not.
Default Accounting System: Be sure to select your default accounting system, you can run into issues if not set.