Setting Options on the Users Screen

There are a number of settings that can be made per User -- every user in your organization can have their own settings so that you can fully tailor and customize the system as necessary for your organization.

To access the User Screen, go to Preferences and then select Users. The screen will display along with all the settings which will be described below.

The column on the left brings up your Users. Click on an individual user to display their details on the Right side and be able to view/change them as necessary.

The fields displayed on the right, for an individual user, include:

• RT User Only - means that this client only has Route Tech access, not Admin. Normally this is not needed unless your account includes Customer or other apps on your Route Tech accounts.
• Show All Contacts In Route Technician App - if checked, all of the Contact information, as entered in the Customer Property Screen, will be available in the Route Technician app. If you’d prefer your field user not see all the contact information do not check this box.
• Include InResidence - if checked, the user will see a list of who is InResidence for the date they are working on.
• Only Show Assigned in InResidence - will only list properties that have been assigned to this user (using the Route User assignment option). Note that properties not assigned to a user will still display.
• Can Enter Work Order Hours - if checked this user is able to enter hours in the Route Technician app, which would usually be on concierge/hourly Work Orders. This way the user can enter in the number of hours spent, and ultimately billed to the client, without the Admin having to do it separately.
• Hide SecLockNotes - will not display the Security Lock Notes on the Route Tech screen for that user
• Hide Alarm Info - the user sill not be able to see any alarm info
• Hide Alarm Password - the user will not be able to see the alarm password information
• Can See Rates - if set the user can see all rates when entering or modifying lines on the Work Order.
• Can Enter New Work Orders -- if set this user will have the ability to enter new Work Orders into the system. This is usually only turned on for senior and trusted employees.
• Can Enter New Lines and/or Vendor Bills - check this box if you wish this user to add new lines (such as parts purchases or additional charges) to a Work Order and/or enter Vendor Bills to a Work Order through the Route Technician App.
• Can Enter WO Lines and Enter Time - check if the user can actually edit the lines on the Work Order.
• Can Reassign Work Orders - this User can reassign a Work Order that is assign to them to another technician.
• Include Communications in RT App - if you are using the Customer Portal, and have Communications turned on, this will allow you to respond/track communications from within the RT app.
• Track Changes Made in RT and Require Admin Approval -- If either of the two options immediately above (new Work Orders and New Lines/Vendor Bills) are checked, the system will track these changes and require Admin Approval before they can be invoiced. Any changes will be visible in the Work Order List and Work Order Entry, but will not be able to be invoiced until Approved. If there are approvals required a banner will appear at the top of the Work Order List screen.
• View Activities on Issues Screen - the user will be able to see any Activities assigned to them on their Issues List screen alongside Issues.

General Settings -- these settings apply to the User throughout the system.

• Has Access to All Customers - check this if you wish your RT to be able to access all customers, as opposed to only those that are assigned to them.
• Inactive for Home Watch Assignments - if checked this user will not appear as a choice in any assignment boxes. If an employee is no longer with the company this box should be checked.
• Can Send Reports - if checked, this user is able to send reports (iAuditor or Integrated Reporting) to the customer. If you are centrally handling emailing of reports, only the Admin user should be checked in this column. If you allow one or more of your technicians to send reports check the respective boxes in this column.
• Can Edit Reports (Admin) - this setting only applies to the Admin app. If turned on the Admin will be given a prompt as to whether or not they wish to edit a report in addition to viewing it. If on, and the user says they wish to edit the report, the system will automatically open iAuditor to the report for editing prior to sending.
• QuickBooks Entity - used for Time Tracking. See the Time Tracking instructions for details on this field.
• Calendar Color - can display this user’s appointments in the selected color when viewing all items in the calendar.
• WO Format (if different from default) -- refers to the emailed Work Order format. If a special format is required for this user (perhaps with fewer confidential fields) it can be assigned here. These are created using as new Reports within the Accounts Settings / Reporting option. We recommend working with Home Watch IT if you need a different format for any user Work Order printouts.
• Email Signature – allows you to change the signature that will be used when this user sends emails.

Communication Settings – allows you to configure how to notify users about events

• Work Order Assignment -- this is how you wish to notify a user that a new Work Order has been assigned to them. The choice is None, SMS (using the number entered below) or Push. Push notifications only work when the user is logged into the Method mobile application.
• New Communications -- if a client enters a new Communication through the portal, the user will be notified. The choice is None, SMS (using the number entered below) or Push. Push notifications only work when the user is logged into the Method mobile application.
• SMS Phone Number -- if you wish to notify an employee by SMS or Text Message, in addition to email, you can enter his 10-digit phone number in this field.

Routing and Report Info -- this section contains information about report assignments and routing addresses

• Mapping Starting and Ending Addresses - if you are using the Route Optimization mapping options to calculate the best routing on a set of Work Orders, enter in the address that will be used to start the route. This is typically the user’s home address if they do the route straight from home. If they do the route starting from the office, enter the office address.

Once you have entered the necessary information press the Save button.