Five tradespeople side by side: an electrician, a plumber, a builder, a security installer and an HVAC technician

Set user views.

Choose which views each user can access, and make sure they are in a group with the right access rights.

  1. Step 1: Click “Start menu”

    Open the menu.

    Click on menu button to open the menu

  2. Step 2: Click “Users”

    Open the users app to set the user access and views.

  3. Step 3: Click on the name of the employee

    Screen showing the names of the employees

  4. Step 4: Click “Manage View Access”

    Screen showing all the employee names and where the user should click to adjust the settings

  5. Step 5: Adjust the views

    Adjust the views the user has access to and ensure the user is also in the appropriate group with the necessary access rights. Click “Done” when finished to save selections.

    Screen showing all the access rights of the user.
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