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Maintain Users.
This is where you set up the user accounts for your system. Holray is a super user. This means we have access to your system and the back end code for it.
You can search for a user quickly using the search options at the top of the page (in yellow).You can also search quickly using the alphabet buttons. By clicking the Kill Active Session you can stop immediately all current access.
There are quite a few authority levels for your users, as you may want to have a more restricted access to the system for some users, i.e. your booking staff will need to see more details than your workshop staff. Always think about GDPR (General Date Protection Regulations) when setting authority levels as you only want to give necessary access. Each and every user will need their own login and individual email address. Where you use a generic email address for your booking office (bookings@ for example) each user can use their own personal email address, for if and when they forget their logins. It is an extra security measure, and allows you to see who has done what.
To edit an existing user, click on their record and edit or delete.
To add a new user, click the blue New User button. Details are case sensitive. You can only set a user to be the same level as you, or below. You cannot give a level above yourself (so do not change yourself from Administrator as once you change down, you cannot change back up!). The highest level you can set is Administrator. Then it is Accounts user (they have access to accounts and can see pretty much the same as you), Bookings Admin, Bookings User and finally Agent. When setting your users up, log in using their settings to see what they can access to decide on their levels. You may change your mind as you get more used to the system. Click the link to see the different levels of access.
If the user is an agent, set which agent it is.
You can set users to have access to all locations, or just a selected few. Click and highlight all locations that apply.
The office will be the head office base in most cases, as set under mainatin Offices.
There are a set number of additional options for your users, it depends entirely on what you would like them to be able to do, and their level of competance, experience and so on.
The start page is the screen the system will open up first when logged in to. In most cases we suggest the summary screen, but some prefer the chart view.
The default web user will be the web agent you have set up previously.
Click insert.