Users are the members of your team that will log into iCFM. You can add new user accounts to your site at any time, but please note that they may be billable.
To add a new User:
- Main menu > Admin Options > User Information
- Press Search to view the User list
- Select Add in the top right corner (a new User page will open in a new tab)
- Enter the User details (Fields with bold captions are required)
- Click Save to create a new User Account
Please Note: Once you press Save, the new User will be sent an invitation email with their iCFM login instructions
User Information
Please find information below about some of the key fields on the User page:
| User Field | Description | |
|---|---|---|
| Project Type | The Project Type selected here will automatically new Quotes, Projects, Jobs etc. created by this User | |
| Job Type | The Job Type selected here will automatically new Jobs etc. created by this User | |
| Schedule View | Default View shown when you open the main Schedule page | |
| Landing Page | Default page shown when you first login into iCFM | |
| Security Template | List of your configured User Groups. These Templates approve or deny Users Permissions to access areas of the system. Basic templates are set but can be configured to suit your needs. | |
| P/O Limit | The maximum value Purchase Order that this User can create. If the Purchase Order Limits is exceeded, the department head will be emailed to Authorise the User’s PO | |
| API Access Token | Used to give the User access to the API. The User must have a matching Resource record with the same API Access Token | |
| Checkboxes | Multi-User Account | Used to give the User access to the API. The User must have a matching Resource record with the same API Access Token |
| Client Safe Schedule | Displays the main Schedule with limited information, (so Clients can see Jobs without displaying the Job details of other Clients) | |
| Fast Switching | Fast Switching for DMG Control Users allows Users to switch profiles by entering their initials when starting/stopping DMG instructions | |
| Default No Charge | When this User creates Misc Cost's and PO’s they will default to No Charge | |
| Group | This User account is a Security Template | |
| Enable 2FA | Enables 2 Factor Authentication on this User Account | |
| Billable | Indicates if the User Profile is Billable due to the User Permissions, i.e. Artists are not billable but Producers are (read only) | |
| Complimentary | Usually a Billable account which has been offered as Complimentary (read only) | |
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