InTime’s version 3.0 release introduced a new and revamped User Setup view where all Employees, Schedulers and Agents have their details and notification information consolidated under one menu header.
Note that previously, the Employee users would have to activate their accounts under Employee Setup, where they would set their username, password and notification information.
The change in 3.0 also merged employees, schedulers and agents into one login for those who had multiple, i.e. a scheduler who is also an employee in the system. In this Feature Friday, we are going to review the difference between User Setup and Employee Setup.
User Setup
Under the User Setup Header, you have the ability to select which ‘Type’ of user you want to view and make edits to:
- Employee
- Scheduler
- Agent
Note, if the user in question has all of the above roles, that user will populate under any of the ‘Types’.
If the user you are looking for cannot be found, try looking under the Active/Inactive drop-down menu > Show Inactive. Inactive users will not be able to login to their employee portal, this it is necessary to set them as Active.
In this example, A BAKER is an active Schueler, Employee and Agent, meaning she will login with the same credentials for ALL of her accounts.
When creating a scheduler, you would do so under User Setup. Here you would add the applicable Branch access and permissions.
If using the Court & Subpoena Module, the same goes with adding an agent role to employees or schedulers. Simply select the (+) sign, add the applicable Customer and Branch that the CLO requires access to.
Employee Setup
To create an employee you first must add them in as an employee under the Employee Setup, using the (+) sign, Give them their required fields and then add their login credentials and notification information under the User Setup.
Notification Information for users is controlled in the User Setup page. If no contact information is entered for the user – whether that be email, SMS or a phone number – the user will not receive ANY notifications from InTime, including password reset e-mails.
Previous to 3.0, Notification information was pulled from Employee Setup.
However, this is now only for reference that acts more like a note on the employees account.
