Adding + Managing Users

The User Admin dialogue gives system administrators the ability add and maintain Smart Construction Office users in a single place.

1. In the left navigation, click on the More Options icon.
   
2. The More Options menu opens. Choose the User Admin option.
   
3. The User Admin dialogue opens. To add a new user, click the "+" button at the bottom of the screen.
   
4. A new row appears in the PowerGrid. Enter details for this new user. Email/LoginID, First Name, Last Name, and Display Name are all required fields. Note that if default values have been established in Enterprise Settings for Security Role, Organization, or Hourly Cost they will be pre-populated in the user's data, but can be modified. Once all detail has been entered for a user, hit the Return key to add another user, or click the Save button in the lower right corner of the screen. 
   
5. Once a user has been added, the Invite column will display a paper airplane icon. Click the paper airplane icon to send an email invite to the user.
   
   
   An envelope icon will now display in this column, indicating that the invite has been sent to the user.
   
   
   Until the user confirms their account, the Confirmed column will display an hourglass icon. Once confirmed, this icon switches to a checkmark icon.
   
6. To edit users, simply type in the fields that need to be updated, then click the Save button to save changes.
   
   If users have been locked out of Smart Construction Office for entering the wrong password too many times, click on the lock icon associated with their user record to allow them to re-enter the application.
   
   If a user needs to be deactivated, click the Status toggle in the status column associated with their user record to change their status to inactive.