3. Users

Welcome to step three of the getting started guide, Users. If you missed part two feel to search 2. User Roles.

This guide pertains to setting up your company's users which are the personnel in your company who will be using InScope. We recommend setting up before you create a project.

When you first log in to InScope you will likely land on the projects screen. We recommend navigating to the systems tab to do some quick set up of the background details for your projects. As highlighted below click the System tab in the top navigation bar.

Once in the system tab you will land on the general info section of the company settings. Go ahead and navigate to Users as highlighted below in the left hand navigation bar.

Now you will be on the User settings screen. Here you can add a new user, edit users, or deactivate a user that is no longer active. Lets start by adding a new user, simply press the blue + Add New User button in the top right hand corner as highlighted below.

This will take you to the add new user screen. The only required fields here are the users first and last name as well as email address. But you can fill in as much additional user information as you like then hit the green save user button just below the fields.

Now that you've saved your new user you will be taken to the details screen which will have all the information you entered previously. You can update or modify the information here if you made a mistake or have new information to edit. Next we'll head over to the Roles tab, highlighted below.

Note the roles tab is not the left hand navigation Roles where you create and edit roles as we learned in the Getting Starting Guide 2. User Roles. Here we are focused on the roles tab above the users information where you can assign a role to your new user.

In the user roles tab, you can choose a role that applies to your user or multiple roles. Noting any role with permissions will give the user access to those parameters and override a second role without that permission. Be sure to hit the blue Save User Roles button when you're ready to save.

Once complete, then lets select the office tab. Just above the User Roles selections as highlighted below.

In the offices tab, you select from the drop down menu the office where your user works. This might be the same or different from what was on the details tab, details tab could be their personal address for payroll purposes and such, and this office will show which hub they work out of. Be sure to hit the blue Save User Office button once you have finished updating this info. To add a new or missing office, see the Getting Started Guide 1. Company details or hit the create new office link right next to the save user button.

Continue to the payroll tab which is the next tab just as highlighted below. Click on that tab to navigate to the payroll section.

Now you're in the Payroll section of your user. You can update their payroll information to better track costs on your project. Simply enter their start date, Work Time, Compensation, Salary, and Hourly Overtime rate. Don't forget to hit the blue save payroll button once you have it all entered.

We're almost done now, select the billing tab next to the payroll tab as highlighted below.

Now you're in the billing section of your user. Here you can choose the default billing rate category for your user by selecting the billing category from the drop down menu. The categories available for selection are the personnel categories you set up earlier. Categories are fully customizable and we described this in the first part of the starter guide if you want to look back. Search Getting Started Guide 1. Company details. Once you select your user's category, hit the green Save Billing button just under your selection.

There is one last tab, but its a quick one and not for detail entry. Go ahead and navigate to the last tab in the navigation bar, and click manage as highlighted below.

The manage tab allows you to deactivate a user. As you can see this is the only option in this menu. Once you have deactivated a user by hitting the red deactivate this user button, they will not be able to access the platform. You can choose to reactivate them at any time, by coming to this same screen and clicking the green Reactivate this user button that will be in place of the deactivate button.

That's all the information for a user you can edit, you can always come back to a user and edit their information if it needs updating. Just head to the user tab and hit the blue Edit button right next to the name of the user you want to edit. All of the fields covered above will be editable.

Now that you have completed the users getting started guide, we recommend the next thing you set up is your programs. Navigate to the Getting Started Guide 4. Programs and we will walk you through setting those up.