Looking for quick info on adding a User? Click Here
Users are part of Accounts and are important because they represent Authorized individuals who can log in and utilize Inteliguide in whatever capacity their Role allows.
Before diving in, don't forget to check out Basic List Navigation in Tips & Tricks.
Note: Admins can access Users by clicking on the Manage menu drop down.
List
Search By
- Full First, and/or Last Name
- Login (Email Address)
Filter By
- Active
- Archived
- All Records
- All Expiration Types
- Expiring Users
- Non-Expiring Users
- All Roles
Sort By
- Full Name A..Z
- Full Name Z..A
- Last Name A..Z
- Last Name Z..A
- Role A..Z
- Role Z..A
- Shifts 0..9
- Shifts 9..0
- Reports 0..9
- Reports 9..0
- Hours 0..9
- Hours 9..0
List Item Info Totals
- Shifts
- Reports
- Hours
Bulk Actions
- Archive
- Reset Password
- Reset Availability
Clicking on the List Item link will take you to the User Details.
Details
Main Info
Here you will see all the information associated with a User. There's a collapsible portion that contains the Profile Pic, Name, Login (Email Address), and Role. The expanded portion of the panel contains other attribute info:
- Employee Type
- Pay Rate
- Priority Rank
- SMS Status (Phone number or No Text Messaging)
- Member Since
- Expiry Info
Phones
Check out Contacts vs Contact Methods.
Availability
Type
- Full-Time
- Part-Time
- Seasonal/Holiday
- Spring
- Summer
- Fall
- Winter
- Any Holiday
- Spring Break
- Winter Holiday Break
- Seasonal/Holiday
Preference
- No Preference
- Mornings
- Days
- Mid Days
- Evenings
- Nights
- Weekends
- Nights & Weekends
Flexibility
- Flexible
- Extremely Flexible
- Inflexible
Availability
- Sun-Sat 0000-0000 (All Days, All Times; in the example)
Related Totals
- Shifts
- Completed
- Scheduled
- Cancelled
- Reports
- Total Shift Hours
Actions
- Edit Avail
- Reset Avail, will revoke whatever Availability is currently set and will have the User set it on their next Login.
Edit Avail
See directly above for a readout of all the drop downs but Update Reminder.
Update Reminder
- Don't Remind Me
- 30 Days
- 60 Days
- 90 Days
This form makes setting Availabilities extremely simple compared to Legacy Inteliguide. Now, you can set a Time Range (End Times that come before Start Times are assumed to belong to the next day), and then select all the Days that Time Range applies to! Typically, there might be a couple lines that most users might require, but you can have as many Availabilities as you need. See the weekend followed by weekday Availabilities.
Form
Required Fields
- Login (email)
- Name (full First and Last)
Note: Please see New Users & Passwords
The rest is pretty straightforward.
SMS Notifications #
This could be the same as your mobile number entered into Phone Numbers, but we wanted to allow Users to set their Carrier. This will allow SMS notifications and messages to be sent out for those Users who are opted in. Committing to Shifts will trigger SMS notification reminders.
Profile Picture
This image can be cropped during the Add or Edit process.
Role
See Roles
Patrolguide Role
Priority Rank
See Priority Rank
- 1099
- W-2 Hourly (will be consider for overtime in Payroll Reports)
- W-2 Salary
Pay Rate
All Users but Clients can be considered to be Employees of the Franchise, their hourly rate can be entered here. This value is NOT what gets calculated on the Payroll Report. The Payroll Report is informed by the final Pay Rate as determined on a Shift-by-Shift basis. The Shift is informed via the User Pay Rate in most cases. You can think of this value as similar to Shift Default settings.
Expires
You can set expiration dates for the more temporary Inteliguide Users.
A Word About Client Users
Setting the Role drop down to Client will reduce Internal Attributes and present to you an Opt Out checkbox that if checked will exclude that User from automatically generated email reports in Client Reports Bulk Email Action. Additionally, if you select Client as the Role while Adding/Editing a User, you can now assign that Client to one or many Active Locations.
Note: The Client Opt Out is useful for top level Client management that might want access to the Inteliguide Client Reports for their Locations, but who don't want to be bombarded with constant email updates.
Full Form
Roles
Take a look at Roles for more info on how they apply to Users.
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