Difference between revisions of "SME Mobile Master - Assign User Names"

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High 5 Software will create an Admin User and provide the Username and Password for you.
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To get started using SME Mobile, the first thing you need to do is assign your users with a username and password.
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<br>You will need to login as the Admin User and setup all the users with usernames and passwords in SME Mobile Master
 
  
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<br> http://m.high5software.com
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<br>Open a internet browser and go to www.m.high5software.com. (Firefox or Chrome recommended)
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<br>Log in using the Admin credentials provided to you from High 5 Software.
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<br>Click the '''Home''' link in the upper right corner
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<br>[[File:SMEMobile_HomeLink.png]]
  
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<br>Log into SME Mobile Master
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<br>Click '''Logged in as an Admin - click here to manage Users'''.
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<br>Click '''Home''' in upper right corner
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<br>[[File:SMEMobile_LoggedInAsAdminManageUsers.png]]
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<br>On home page, click "Logged in as an admin, click here to manage users" (image below)
 
  
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<br>[[File:SMEMaster_Home.png]]
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<br>You will see a list of all your SME Users listed. Notice to the right of the users they are '''Not Registered'''. Any tech that will need to log into SME Mobile Tech will need to be assigned a Username and they will be registered.
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<br>[[File:SMEMobile_UsersNotRegistered.png]]
  
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<br> When you log in, you will see all of your SME Technicians listed. Some might already be registered (far right column).
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<br>When a tech logs into SME Mobile, they will enter a username and password. Their username will be what you assign them PLUS the extension assigned by High 5 Software. For example Tony@AbcInc would be the username, but the part of the username you enter is only the part that comes before the @ sign. SME Mobile will automatically assign the @Companyname.
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<br> For those techs that haven't been assigned a username yet (not registered) locate them at the bottom of the list. If they aren't there, enter them as a tech in SME then refresh your SME Master page.
 
  
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<br>[[File:SMEMobileMaster_RegisteringUsers.png]]
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<br>To register CindyM, enter a username and click '''Save'''.
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<br>[[File:SMEMobile_enterusername.png]]
  
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<br>In the '''Input User Name''' field, enter their username. '''NOTE''': SME Mobile Master will add the @___ after the username, so only enter what goes before the @ sign.
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<br>The user will be registered.
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<br>Click '''Save'''
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<br>[[File:SMEMobile_RegisteredUser.png]]
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<br>[[File:SMEMaster_EnterUsername.png]]
 
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<br>'''Changing Password'''
 
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<br>If you want to change the default passwords to SME Mobile for your techs, enter them in the change field in the '''Password''' column.
 
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<br>Click '''Change'''.
 
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<br>[[File:SMEMobilemaster_changePassword.png]]
 
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<br>The password needs to be a minimum of 6 characters
 
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<br>'''Product Access'''
 
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<br>Check which mobile product your tech has access to.
 
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<br>[[File:SMEMaster_Products.png]]
 
  
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<br>Choose which mobile applications she will be using.
 
<br>'''Tech''' - check if your users will log into SME Mobile Tech
 
<br>'''Tech''' - check if your users will log into SME Mobile Tech
 
<br>'''BC'''- check if your user will log into barcode app for mobile warehouse management (receiving items on POs, transferring stock between warehouses)
 
<br>'''BC'''- check if your user will log into barcode app for mobile warehouse management (receiving items on POs, transferring stock between warehouses)
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<br>'''Disp'''.- check if your user will be using SME Mobile Dispatch for a browser based dispatch board.
 
<br>'''Disp'''.- check if your user will be using SME Mobile Dispatch for a browser based dispatch board.
  
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<br>'''Assign Admin Users'''
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<br>[[File:SMEMobile_AssignProducts.png]]
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<br>Choose which users are admins. Admins can assign users, change passwords, set preferences in SME Mobile and propagate preferences to all users.
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<br>[[File:SMEMaster_AdminUsers.png]]
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<br>Choose if the user is an '''Admin''' or not. If Admin is set to '''+''' then the user will be able to log into SME Mobile Master and manage user and set preferences. If it is set to '''-''' then no ability to manage users or preferences.
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<br>Click + sign to assign as an admin.
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<br>The user is now registered with a username. The default password assigned to each new user is changeme. You can enter in a different username for your users  
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<br>[[File:SMEMobile_ChangePasswordAsAdmin.png]]
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<br>Or your user can change their own password when they log in.
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<br>- Go to www.m.high5software.com.
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<br>- Click your username in upper right corner (image below).
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<br>[[File:SMEMobile_ChangePWAsUser.png]]
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<br>- On the '''Manage''' '''Account''' page, change your password.

Revision as of 22:44, 15 May 2014

To get started using SME Mobile, the first thing you need to do is assign your users with a username and password.


Open a internet browser and go to www.m.high5software.com. (Firefox or Chrome recommended)
Log in using the Admin credentials provided to you from High 5 Software.
Click the Home link in the upper right corner
SMEMobile HomeLink.png


Click Logged in as an Admin - click here to manage Users.
SMEMobile LoggedInAsAdminManageUsers.png


You will see a list of all your SME Users listed. Notice to the right of the users they are Not Registered. Any tech that will need to log into SME Mobile Tech will need to be assigned a Username and they will be registered.
SMEMobile UsersNotRegistered.png


When a tech logs into SME Mobile, they will enter a username and password. Their username will be what you assign them PLUS the extension assigned by High 5 Software. For example Tony@AbcInc would be the username, but the part of the username you enter is only the part that comes before the @ sign. SME Mobile will automatically assign the @Companyname.


To register CindyM, enter a username and click Save.
SMEMobile enterusername.png


The user will be registered.
SMEMobile RegisteredUser.png


Choose which mobile applications she will be using.
Tech - check if your users will log into SME Mobile Tech
BC- check if your user will log into barcode app for mobile warehouse management (receiving items on POs, transferring stock between warehouses)
Time - check if your user will be using Time Tracker for SME
Disp.- check if your user will be using SME Mobile Dispatch for a browser based dispatch board.


SMEMobile AssignProducts.png


Choose if the user is an Admin or not. If Admin is set to + then the user will be able to log into SME Mobile Master and manage user and set preferences. If it is set to - then no ability to manage users or preferences.


The user is now registered with a username. The default password assigned to each new user is changeme. You can enter in a different username for your users
SMEMobile ChangePasswordAsAdmin.png


Or your user can change their own password when they log in.
- Go to www.m.high5software.com.
- Click your username in upper right corner (image below).
SMEMobile ChangePWAsUser.png
- On the Manage Account page, change your password.

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