How do I create a new user?

A User account is used to log into Oneserve using the desktop application. The user licence count will be displayed next to the "Create user" button. This will indicate how many user accounts remaining.

User Type Rights: Users_Create

Create a new user:

1. Access Admin Menu: Click the Cog icon.

2. Navigate to Users List: Select Users list under "Users & Permissions"

3. Click on Create User

4. Fill in Details:

Forename - First name of the new user

Surname - Surname of the new user

Username - Used to log in to Oneserve. The username will default to the Forename dot Surname entered in the first two fields. A unique username must be used

Email - It is mandatory to provide an email address

User Type - This is a mandatory field. It will determine what the user can access on Oneserve.

Clients - This is a mandatory field. Users require clients to be assigned before they can access jobs or sites.

Default Client - A mandatory field. This will be filtered by the clients assigned in the client's field. Select the client the user will be using for the most.

Default Team - A mandatory field. Select the team the user will use the most. This will affect the Scheduler as it will default to the allocated default team.

"Team Filtering Enabled" checkbox - This is disabled by default.

"Enable Two-Factor Authentication" checkbox  - This is enabled by default. 

"Default Scheduler Enabled" checkbox - This is disabled by default. If enabled, mobile team/resource will be used as default values on scheduling pages

5. Click on Create button to create the new user


- To create a new Mobile User:

1. From the same Users page, click on "Create Mobile User" button
2. Fill in details:

Resource - Select a resource name that will be used for the jobs to appear on their mobile application