1. Go To Admin->Users
2. To add a new user, click the “Add User” button. This will open a new screen which contains the following sections:
a. User Information
b. Message Alert Options
c. Sub-Contracting Company Associations
d. Misc. Settings
3. Enter User Information:
4. Set the appropriate message/alert options:
a. We recommend setting up these base email options and allow the user to add/remove others:
ii. New WOs
iii. Follow Up
5. Utilize these fields, if applicable:
a. Contractor Score
i. Used to store a score calculated based on your specific contractor SLAs
b. Insurance Expire
i. Place a date here if you would like to receive alerts when insurance is about to expire.
c. ABC # Used to store a contractor’s ABC #, if applicable
First Name: The First name of the contractor, this will appear on the website.
Last Name: The Last name of the contractor, this will appear on the website.
Company Name: The company name of the contractor, can be used in combination with the admin setting to display company name rather than first and last name.
Login Name: This is the login name that the contractor will use to login.
Password: This is the password that the contractor will use to login.
Generate Password: This auto generates a random password into the password field.
Email New Password: A check box that allows a newly created password to be emailed to the email associated with the account (Only enter when adding a new account or to change password of existing account.)
Email: The email associated with the account, this is the email the user will receive all email notifications as well as their password resets.
Group: This assigns the contractor to a group from your existing groups that grant their permissions.
Show In List: These two boxes allow the user to show in either the contractor drop down to assign work, or the admin drop down.
Active: This allows you to make a user active. Inactive users are unable to login to PPW.
Display all Work Orders: This grants the user the ability to see all work orders in your system even if they are not assigned to the work order.
View All WO History: Allows the user to view all of the access history for the work orders they are viewing.
Discount Percentage: Sets the users individual discount percentage.
Time Zone: Sets the users time zone.
Skip on Auto-Assign: This will allow the user to be skipped if they are set up to receive work via auto assign.
End User's Legal Name: This section is for record keeping of the user.
● Legal First Name:
● Legal Last Name:
● Cell Phone:
Copy account name to legal name: This pulls over the users first and last name from the above section as their first and last legal name.
Comments/Notes: Allows the addition of comments and/or notes to be entered in regard to the user.