How To Create a new User

• Under the Administration Tab select Users

• Based on your subscription package, you will see on the left hand side the number of users you have available, if you are at the maximum please contact the CatchData Team.
• If you have available users on the right hand side you will see a button “Add New User” select this

• Enter in user information and select the roles the user requires (Please note: the administrator role has the ability to make changes to the set-up of your CatchData Office Website)
• Click Create User

If you have selected Field Access under roles, you will be automatically be taken to the Technician Details sub tab

• Enter in Technician information,
• Technician Type – Select a Techinican Type from the drop down list, this information is linked to the Rates and will ensure each Field User is charged out correctly.
• Normal Shift Start and End – Entering with information will allow the system to determine when overtime should be charged
• Click Save

After clicking save, if you have the Stock Management feature active, you will be automatically be taken to the Stock Management sub tab

• Drag and drop the required Stock or Stock Templates under the New Stock Assignments heading
• Check the Quantity and add comments if required
• Show Stock Assignment Form after saving – If you require your Field Users to sign for the stock they have been allocated, ensure this is ticked
• Click Save