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You may add additional Web App and Mobile App users to your Workshop Software subscription, this article explains how to add a new Web App user, to add a Mobile App users please review this article.
Please note: Additional Web App users of Workshop Software will incur an additional charge, the cost is listed in the top right hand corner of the Users card. If you are a yearly subscriber this will be calculated as a pro-rata rate based on today's day and when your subscription is due to renew.
Add a User
You may add Web App User logins in Workshop Software's Admin section, you need to have Admin group access to add an additional user.
- In the left hand sidebar menu click Admin (1), then select Users (2).
- ln the Users card click New User to create a new User Login.
- Select Web App and Mobile App settings, these are explained below.
- It is important to assign the appropriate User Group and adjust your Dashboard and Business Intelligence toggles at this time if you wish to limit access to system functions.
- We strongly suggest including a mobile phone number, this number will be used as an alternative destination for 2FA codes when logging in.
- When you have completed the required information click the green Save button to create the new user, the additional charge will be processed to your systems current payment method.
User Settings Explained
A users access to the Web App and Mobile App is controlled by the Group to which they belong and the settings chosen in their users page.
Web App Settings
| Field | What it does |
|---|---|
| 1. Group | A users' Group controls their access rights in Workshop Software, this article explains each Group and the access it enables. |
| 2. Status | An Active user may login to workshop software, the Inactive and Blocked status both prevent login, Inactive is intended as a temporary deactivation for when you will reuse the user account in the future and Blocked for when you would like to Block a user from logging in immediately. |
| 3 to 4. Name | User accounts must have both a First and Last Name. |
| 5. Email | A user's email is used along with their password to login to Workshop Software and will also be used for two factor authentication codes and password reset emails. |
| 6. Mobile | We suggest always including a mobile phone number, which may be used as an alternative for two factor authentication codes. |
| 7. Dashboard Privileges | When enabled the user has full access Workshop Software's Dashboard information including your business' sales figures. |
| 8. Business Intelligence | Business Intelligence charts and reports are available for Gold and higher subscribers, when enabled the user has access to a Workshop Overview along with Customer, Vehicle and Product dashboards. |
| 9. Password | A Password is required, this must be at least 8 characters long and contain a capital letter. |
Mobile App Settings
| Field | What it does |
|---|---|
| 10. Show Mechanic Features | Enables the ability to Clock On and Off Jobs and receive Mechanic specific Notifications, you must also assign a Mechanic in |
| 11. Limit Customer Information | Hides customer contact details in the app. |
| 12. Advanced User | Unlocks products and invoices in the app, this feature is available to Gold subscribers and above. |
| 13. Show Pricing | When enabled the user will see the retail price of Products in the Mobile App. |
| 14. Process Invoices | When enabled the user is able to Process Invoices and record Payment Transactions. |
| 15. Limit Event Times | When enabled the user cannot create new Bookings, assign Mechanics or modify Bookings. |
| 16. Mechanic | Search for and select one of your Mechanics to associate with this user, each Mechanic may only be associate with on Web App or Mobile App user account. |
| 17. Admin | The user will receive push notifications on the phone for New Booking Requests and Payments Received. |
| 18. Mechanic | Only relevant when the user had an associated Mechanic, they will be notified of New Assigned Jobs and receive a Clock-out Reminder if clocked on after hours. A mechanic is only notified about jobs assigned to them. |
| Not Pictured. Show Dealership Features | Used by dealership businesses only. |
