Types of Employees
There are two types of employees that are supported in ToolWatch:
Standard Employees (Non-Users)
Users
Standard Employees
Standard Employees are employees who do not have the ability to perform any functions within ToolWatch but can be assigned tools and materials. These employees do not have log-in credentials.
Users
Users are employees who have the ability to perform functions within ToolWatch. The functions that users are permitted to perform are set by User Role Permissions. These employees have log-in credentials.
Creating a Standard Employee
Expand the Administration section on the left.
Expand Company Lists.
Select Employees.
Click Create New.
5. Fill in the first and last name of the employee.
6. Choose the Assigned Stock Location.
If you are creating a User, proceed to the Creating a User section from here, otherwise, proceed to step 7.
7. Click Save.
Creating a User
Enter an email address. This will become the User’s Log-in.
Click Create User Account.
3. Click Yes in the User Account Administration window.
4. Check the appropriate User Type.
Mobile Warehouse: User will be able to access the Warehouse App.
Mobile Field: User will be able to access the Field App.
Cloud: User will be able to access their ToolWatch data from the cloud.
5. Create and Confirm a Password (case sensitive)
6. Choose a role to assign to a User.
7. Click Save.
Note: A Standard User can be changed to a User at any time by clicking Edit on the employee row and proceed with the Creating a User steps above.
Q: Can’t find an employee account?
A: If an employee isn’t showing up, try the following:
Confirm the Employee account has been created.
Check if the employee has been marked as Inactive in the Employees section under Administration > Company Lists.
Also, look in the Recycle Bin to see if the employee record was deleted.