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:

1. Navigate to Main Menu.
2. Click on User Settings.
3. Click the Blue Button To “Change Password”
4. 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)