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Manage and Set up Users (Essentials)
Manage and Set up Users (Essentials)

How to manage users in Fergus

Ghie avatar
Written by Ghie
Updated over a week ago

Overview


This article will go over managing and setting up users in Fergus

Manage and Set up Users

Head to your profile icon on the far-right end of the Navigation bar then click ⚙ Settings > Users and click the name of the user you'd like to manage:

User Details

Change this user's User type, login, password, and First and Last name.
Click the options button (⋯) to disable this user and view the activity log for this user.
Click the pencil icon or Edit Avatar to change this user's avatar.

Personal Details

Add this user's contact details including Email address, Mobile Phone, and Address. Click the + to add additional contact details.
You can also view this user's signature.

Notifications

Enable and disable mobile and email notifications for each option:

Settings

Here you will find miscellaneous settings for this user:

Show user in calendar
This setting determines whether or not this user will appear in the scheduling calendar. If this is unticked, you will not be able to schedule jobs for this user.

User can be assigned to jobs
Unticking this option prevents anyone from assigning jobs to this user.

User is a Master Admin User
Making this user a Master Admin will let them change other users' passwords, permissions, and make other users Master Admin Users. Usually only the business owner needs this ticked.

Show detailed help text on the status board
If this option is ticked, moving your mouse over each status in the Status Board will show more detailed help text.

Employee Pay

Change this user's standard pay rate and charge out rate. You can also enable Pay Rules for this user.

Permissions

View permissions for this user:

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