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

From High5Wiki
Jump to navigation Jump to search
m (Updated mobile URL, fixed typos)
 
(13 intermediate revisions by 4 users not shown)
Line 1: Line 1:
−
High 5 Software will create an Admin User and provide the Username and Password for you.
+
== Set Technicians in SME Users ==
−
<br>You will need to login as the Admin User and setup all the users with usernames and passwords in SME Mobile Master
+
'''Technicians are automatically added to the users list in SME Mobile when they are set as technicians in SME.'''
  
−
<br> http://m.high5software.com
+
[[File:IsTechnician.png]]
  
−
<br>Log into SME Mobile Master
+
<br>
−
<br>Click '''Home''' in upper right corner
+
<br>
−
<br>On home page, click "Logged in as an admin, click here to manage users" (image below)
 
  
−
<br>[[File:SMEMaster_Home.png]]
+
== Assign user names and passwords ==
 +
'''To get started using SME Mobile, the first thing you need to do is assign your users with a username and password.'''
  
−
<br> When you log in, you will see all of your SME Technicians listed. Some might already be registered (far right column).
+
<br>{{#ev:youtube|E1QO7oEyZ_0}}
−
<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.
+
<br>
 +
<br>
 +
<br>Open a internet browser and go to https://mobile.h5sw.com/ (Firefox or Chrome recommended)
 +
<br>Log in using the Admin credentials provided to you by High 5 Software.
 +
<br>Click the '''Home''' link in the upper right corner
 +
<br>[[File:SMEMobile_HomeLink.png]]
  
−
<br>[[File:SMEMobileMaster_RegisteringUsers.png]]
+
<br>Click '''Logged in as an Admin - click here to manage Users'''.
 +
<br>[[File:SMEMobile_LoggedInAsAdminManageUsers.png]]
  
−
<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.
+
<br>You will see a list of all your SME Users listed. It might take a minute for all the users to list. 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.
−
<br>Click '''Save'''
+
<br>[[File:SMEMobile_UsersNotRegistered.png]]
−
<br>[[File:SMEMaster_EnterUsername.png]]
 
  
−
<br>'''Changing Password'''
+
<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.
−
<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.  
 
−
<br>Click '''Change'''.
 
−
<br>[[File:SMEMobilemaster_changePassword.png]]
 
−
<br>The password needs to be a minimum of 6 characters
 
  
 +
<br>To register CindyM, enter a username and click '''Save'''.
 +
<br>[[File:SMEMobile_enterusername.png]]
  
−
<br>'''Product Access'''
+
<br>The user will be registered.
−
<br>Check which mobile product your tech has access to.
+
<br>[[File:SMEMobile_RegisteredUser.png]]
−
<br>[[File:SMEMaster_Products.png]]
+
<br>
−
<br>Tech = SME Mobile Tech
 
−
<br>BC = Barcode
 
−
<br>Time = Timesheet
 
−
<br>Disp. = Mobile Dispatch
 
  
−
<br>'''Assign Admin Users'''
+
== Enable users for Apps and Charges from High5 ==
−
<br>Choose which users are admins. Admins can assign users, change passwords, set preferences in SME Mobile and propagate preferences to all users.
+
'''Technicians are enabled and disabled in SME Mobile by the options outlined below. Technicians showing in SME mobile will ''NOT'' be billed if the options to access SME Mobile modules are not checked.'''
−
<br>[[File:SMEMaster_AdminUsers.png]]
+
<br>
−
<br>Click + sign to assign as an admin.
+
<br>'''Note: Mobile billing is based on the following settings being checked. (If these options are checked at any time in a month you will be billed for a full month).'''
 +
<br>Choose which mobile applications they will be using.
 +
<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>'''Time''' - check if your user will be using Time Tracker for SME
 +
<br>'''Disp'''.- check if your user will be using SME Mobile Dispatch for a browser based dispatch board.
 +
<br> Note: Admin users can have ALL applications unchecked and still manage users and preferences.  You will not be charged for any admin-only users.  Charging is only for the users with the applications checked.
 +
 
 +
<br>[[File:SMEMobile_AssignProducts.png]]
 +
 
 +
== Set Admin Users ==
 +
<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.
 +
 
 +
<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
 +
<br>[[File:SMEMobile_ChangePasswordAsAdmin.png]]
 +
 
 +
<br>Or your user can change their own password when they log in.
 +
<br>- Go to https://mobile.h5sw.com/.
 +
<br>- Click your username in upper right corner (image below).
 +
<br>[[File:SMEMobile_ChangePWAsUser.png]]
 +
<br>- On the '''Manage''' '''Account''' page, change your password.
 +
 
 +
== User Group Preferences ==
 +
<br>To setup and change User Group Preferences, go to [[SME Mobile - Preference Groups]]

Latest revision as of 16:16, 20 December 2023

Set Technicians in SME Users[edit]

Technicians are automatically added to the users list in SME Mobile when they are set as technicians in SME.

IsTechnician.png



Assign user names and passwords[edit]

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 https://mobile.h5sw.com/ (Firefox or Chrome recommended)
Log in using the Admin credentials provided to you by 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. It might take a minute for all the users to list. 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

Enable users for Apps and Charges from High5[edit]

Technicians are enabled and disabled in SME Mobile by the options outlined below. Technicians showing in SME mobile will NOT be billed if the options to access SME Mobile modules are not checked.

Note: Mobile billing is based on the following settings being checked. (If these options are checked at any time in a month you will be billed for a full month).
Choose which mobile applications they 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.
Note: Admin users can have ALL applications unchecked and still manage users and preferences. You will not be charged for any admin-only users. Charging is only for the users with the applications checked.


SMEMobile AssignProducts.png

Set Admin Users[edit]


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 https://mobile.h5sw.com/.
- Click your username in upper right corner (image below).
SMEMobile ChangePWAsUser.png
- On the Manage Account page, change your password.

User Group Preferences[edit]


To setup and change User Group Preferences, go to SME Mobile - Preference Groups

Retrieved from "https://www.high5software.com//mediawiki/index.php?title=SME_Mobile_Master_-_Assign_User_Names&oldid=6556"