- Setting up your Users
- Marketing Campaigns
- Upload Library
- Mail Shots
- Using HubSpot with Workbooks
- Introduction to Reporting
- Displaying Reports
- Creating Reports
- Reporting Explained
- Emailing Scheduled Reports
- Sharing Reports
- Using Formulae
- Introduction to Reporting
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
- Users & Security
- Email & Integration
- PDF Configuration
Make sure you use the correct email address for the User otherwise other areas won't work properly, such as Notifications and Dropbox.
- Own Organisations (this will only be visible if you've set up more than one Own Organisation)
Complete the New User record as follows:
- Full Name - this will be defaulted to New User so remember to overtype this with the User's correct name.
- Login enabled - this checkbox will be ticked by default, which means that when you've completed and saved the new User's record, they'll be sent an activation email. If you don't want an email to be sent, remove the tick but remember to return to the record to tick the checkbox later so that the User can validate their details and login to Workbooks. If a user leaves your organisation you will want to disable their login by removing the tick from this box.
- Login Email - complete this field with the User's email address, which they'll use as part of their login credentials. Ensure that an email account for the User has been set up before you try to create a Workbooks login for them.
- Password – for security reasons the activation email sent to new users does not include their password so you’ll need to supply that separately. You can control how a password is formatted within the Security Policy option.
By default Workbooks forces new users to change their password when they first login. If you don't want users to have to change their password remove the tick from the checkbox next to Change at next login.
NOTE: You can prevent individual users from having to change their password by checking the Exempt from Password Expiry box. We do not recommend this as a general option but it can be helpful for API client users.
- Timezone - choose the appropriate timezone for the user from the dropdown picklist.
- Licence *** - use the dropdown picklist next to Allocated Edition to select the edition you want this User to have. If all your purchased licences are already allocated to other enabled Users, this picklist will show No Edition (login denied) and you'll need to remove access from another User in order to 'free up' a licence for your new User.
- Allocated Extensions - any available Extensions (such as Customer Contracts and Outlook Connector), will show in the grid. Tick the check box next to any that you want this User to have. As with Editions, if all your purchased Extensions are already allocated to other enabled Users you need to remove their access in order to grant access to your new User.
If your account contains only one Own Organisation the User will automatically be associated with that Own Organisation. If however, more than one has been set up, there will be an Own Organisations tab on a User record. You must associate the User with one or more Own Organisations by opening the Own Organisations tab and clicking the Add Own Organisation button. Having done that, you must use the dropdown picklist next to Default Own Organisation to set the default for that user. (Individual Users can change this default within their Preferences settings, if required.)
Assigning Users to an Own Organisation enables them to create transactions for those Organisations as well as creating Customer and Supplier agreements as long as they have the appropriate Capabilities to carry out those processes. Some Users (such as the Accountant and the System Administrator) will need to be associated with more than one Own Organisation for practical reasons.
Workbooks is supplied with several User Groups already configured, covering a range of job roles. By default, a new User is assigned to the Everyone group. You can add the User to other groups by clicking Add Group.
This tab shows the Capabilities granted to the User (as a result of their membership of particular groups). To grant more Capabilities you need to assign the User to more groups. Remember, some Capabilities will be common to more than one User Group so if you decide to remove a User from a group in order to remove specific Capabilities, they may still have those Capabilities by virtue of belonging to a different group or groups.
If you create more than one Database, you can control which Database(s) a User has access to within the Databases tab. To give a User access to a Database, click Add Database and choose the appropriate Database from the dropdown picklist next to Grant access to. If you want to restrict the time period for which the User has access you can enter dates and times in the Valid from and Valid until fields.
*** NOTE: If you upgrade your licences (say from the CRM to the Business edition) and don't immediately allocate your new licences, Users will see a warning message when logging in saying that the licences must be reallocated (by the System Administrator). This message will appear for a 2-week period after the expiry of the original licences. Until this reallocation has taken place, the Users will still have access to their original licence (in this example their CRM licence). At the end of the 2-week period, if the licences have not been reallocated the Users will no longer be able to login.