To create Agent Usergroup go to Main Menu > System Setup > Access > Usergroups > +Create.� Enter a Usergroup Name of Agent.�The Is External tick box must be checked to allow access to the Customer Portal. You can give the Agent Usergroup permission to use the App by selecting Can Access App.� No permissions are to be checked. Once complete select Save.

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• To create Agents login go to Main Menu > System Setup > Access > Logins > +Create. Enter a Username�and�Password into the free text field which will be used to access the system. � The�Name (Full name) and Email Address of the Agent must be entered into the free text field. � The Agent Usergroup must be selected from the Dropdown menu. For further information on creating New Usergroups, please visit the following link�Creating Usergroup. � A Division that the Login is associated with

  To create Agents login go to Main Menu > System Setup > Access > Logins > +Create. Enter a Username�and�Password into the free text field which will be used to access the system. � The�Name (Full name) and Email Address of the Agent must be entered ...

• You can limit Report Status options based on report content. This is used to set which icons you would like to display for each status within the system. These statuses are then displayed on the Dashboard, Customer Portal and against Equipment Statuses on Item Register.� To create new Report Status Icon go to Main Menu > System Setup > Report Setup > Status Admin > +Create. � Enter Name, select Colour and Icon.� You can archive an Icon by selecting Archived tick box.� To View/Edi

  You can limit Report Status options based on report content. This is used to set which icons you would like to display for each status within the system. These statuses are then displayed on the Dashboard, Customer Portal and against Equipment ...

• To give an agent access to the Customer Site on the Customer Portal they must be added as the Agent against the Customer record.� To add an Agent to Customer record go to Menu Menu > Customers > select the required Customer > Contacts > +Add. From within the Customer�Details�tab the�Agent�can then be selected from the dropdown menu. Once complete select Save.

  To give an agent access to the Customer Site on the Customer Portal they must be added as the Agent against the Customer record.� To add an Agent to Customer record go to Menu Menu > Customers > select the required Customer > Contacts > +Add. From ...

• Usergroups can be used to control access to specific areas of the system and to grant/restrict permissions for certain users. Select the Create�button to start creating a Usergroup; input a meaningful name to define the Usergroup. If the Logins that will be associated with the Usergroup require access to the Customer Portal then the�Is External�tickbox should be selected. Note: This means the usergroup cannot log into the main system or app. Once the above details have been entered t

  Usergroups can be used to control access to specific areas of the system and to grant/restrict permissions for certain users. Select the Create�button to start creating a Usergroup; input a meaningful name to define the Usergroup. If the Logins that ...

• Regulations�are stored at Category level and�can be selected when carrying out inspections of specific equipment. Regulations can be displayed on Reports.� To create a Regulation go to�Main Menu > System Setup > Administration Tools > Lookup Manager > Regulations > +Create.� Enter the Regulations name, and description. Other Regulations can be created by selecting +Add button.� Once complete select Save.� Once the Regulation has been created, it can be added to the required Eq

  Regulations�are stored at Category level and�can be selected when carrying out inspections of specific equipment. Regulations can be displayed on Reports.� To create a Regulation go to�Main Menu > System Setup > Administration Tools > Lookup Manager ...