Purpose:
To Get the User Setup.
Background:
This tool is used to setup the software with all your personal information.
Points to Remember:
Required fields are marked with an Asterisk (*.)
To save your work, click the blue “Submit” button.
Steps to Create a New Note:
- Navigate to Main Menu.
- Click on User Settings.
- Click the Blue Button To “Change Password”
- Enter the following information:
Details Tab:
- First Name: (Mandatory)
- Last Name: (Mandatory)
- Username: (Mandatory)
- Email: (Mandatory)
- Phone:
- Cell:
- Title:
- Weather Zip Code:
- Email Signature:
Preferences Tab:
- Default Vehicle: Select from Drop-down.
- Directory Contact Sort Method: Select one.
- Project Sort Method: Select one.
- Task Notification Via:
- Temperature Scale:
Dashboard Widgets:
- Select the Widgets that you want to be displayed on your Dashboard. Drag & drop to change the display order.
App Menu:
- Drag the tiles to customize your menu. Use the same feature over & over – move them to the top. (Note: Changes are per-User and apply to all of your devices. If you do not see your revised menu, log out & back in)