Add a User

Add a User

To add a new user to the application:

Go to Setup/User Setup
Change the view to ALL EMPLOYEES

Step 1 - Find and Activate a Person
  1. SEARCH for the user using the search box using the first few letters of the person's first name or last name
  2. Enter the EMAIL ADDRESS for the person you wish to activate
  3. Select a ROLE for the person
  4. Click the ACTIVE checkbox for that person
Continue this process for each person you wish to activate.
Now the users are active, but you will need to invite them.

Step 2 - Invite Users
  1. Click the SELECT checkbox for all the people you wish to invite.
  2. Click the INVITE SELECTED USERS button.  This will send an email to each person.


    • Related Articles

    • Give a User Permission to a Job

      The accounting system has a field for the following people on a job: Project Manager Super Estimator These people are transferred from the accounting system and will automatically be given permission for that job, as long as they are users in the ...
    • User Setup

      Use this screen to add/remove users from the system.  Use must complete PERMISSIONS SETUP before attempting to use this screen. This screen has 3 different views: All employees Active Users (default view) Inactive Users These are the actions you can ...
    • Add/Remove a Cost Center

      You can control which cost centers are included or excluded in JobSiteForecast. To adjust the cost centers: From the main menu select SETUP, then COMPANY SETUP On the setup panel under Cost Centers, add or remove cost centers as appropriate. You can ...
    • Job Configuration

      The purpose of this screen is to allow users to: Assign a master phase code structure to a job.  This parses the phase code with readable descriptions. Add additional users to the job.  The system automatically gives permission to the PM, Super and ...
    • Drawing Profile Setup

      This screen allows the user to setup a few custom fields if required.  Entries here will add columns to the shop drawing log. It is best to keep the descriptions short.