Mark Huffer Setting Up a New Employee (Winten 2+, WinTen2, and Migrating Agencies) September 22, 2015

Connect to Audio: Dial Enter Participant Code # Your phone is currently in listen only mode. We will open the lines for questions at the conclusion of this webinar. Tenmastery Series Title: Setting Up a New Employee Date: September 21, 2015 Presenter: Mark Huffer This session will delve into Master Setup. We will review adding an employee and inserting/defining their roles. We will also examine the following in WinTen2+: Assigning groups to new employees Calendar authorization for new employees Employee duties (as a menu item) Setting up a maintenance employee

In Master Setup Adding a New User Start in Master Setup What is in a Role? Programs you want the role to access Permissions within a program Assigning a Role to a New User Add Role per Data Area

WinTen2+ Groups Go to Groups in WinTen2+ Find the group you want to add them to and review the permissions If there is a new group, add the new group and select the permissions for the new group Assigning the New User to the Group Highlight the Group and check the User

Calendar Authorizations for New Employees Whose Calendar Does the New Employee Need Access To? Who Needs Access to the New Employee’s Calendar? View/Editing Calendars are based on Permissions Are they an Inspector?

Go to Employees Click Plus to add a new Employee Search the list of users and select Go to Employee Duties Add the Employee to any Duty they should have

Work Order Employees Invoice Rate Home Developments Crafts Consumable Inventory Add Employee to warehouse(s)

877 – 359 – 5492

Please Follow Us!

Click Here For More Info Lexington / October