Fill in the Email, First Name, Last Name and Password fields. The Authority field will depend on what role this user is to have. When you select an Authority, it will change the fields you have to fill in for that role.
When you choose Administrator from the Authority drop down list, you will get some new fields: Scheduler Checkbox, Permissions Like drop down, Can edit scheduler notes checkbox, Dashboard Filters checkbox and textbox and the Menu Items Access list box.
A Scheduler is a subset of the rights of an Administrator which restricts the user from seeing or editing 'Actuals'. The typical menu configuration only allows the Scheduler to see the menu items necessary to create a job and assign an interpreter to it. This is done be turning menu items on and off. So, if you want this Administrator to have more authority, then you may choose this box as unchecked.
To simplify setting the menu items for an Administrator, you can choose another user from Permissions Like and that will be the template used for this user in setting menu items that will be available. This is usually the best way to set the menus for a user, but if you need more granularity, you can use the controls on the right to set them. Just choose a menu item and click the check boxes below. This will turn the item on or off.
The remaining items that can be configured for an Administrator are the Dashboard Filters. This feature may be used when you have multiple schedulers who work with different customers or different languages. The ‘only display jobs entered by this user’ checkbox is self-explanatory. The languages for dashboard filter text box can be populated by typing the names of the languages for the jobs which will display on this users Dashboard. These are type-ahead fields and will suggest the languages you may want. The two rules are cumulative.
When you have finished with these steps, click Save.
The best way to add an Interpreter user is from the Database/Interpreters menu item and on the Payment Info tab you will find a button called “Grant Access to Interpreter Portal”. Using this will assure that the linkage is correct between the User’s login ID and the Interpreter record. It will also send an email to the interpreter with their login credentials.
You can alwasy add an Interpreter user from the Administration/Maintain Users screen. If you select Interpreter, you will see Link To, Preview Days and Mobile Access controls.
Interpreter logins are related to the record in the Interpreter database, so you must choose the interpreter from the Link To drop down box. If there is not a record for this interpreter in that database, do not try to create a user ID for them. Go to Databases/Interpreters and add them. Details on how to do that are in another section. The Preview Days control is used to set how far in advance jobs may be made available to this interpreter in their Interpreter Portal. You may use this to reward interpreters for reliable performance. The Mobile Access checkbox should be marked if you want this Interpreter to be able to use the Interpreter Mobile App (instructions on using the app are in the Atrium Training Interpreters document.
Once you have completed all the fields for this new user, click Save.
If you select Client as the Authority, then decide whether or not you want this client to be able to view invoices for his company or just be a scheduler. Click the "Can not view invoices" box appropriately. Next, you need to select the user's company in the Link To field. As the Interpreters are linked to records in the Interpreter database, Clients are linked to records in the Client database. Thus, you are not able to add Client Access for a user their company is not in the Client database. If it is not, you will need to add them. This is covered in another section of this document.
You can add more than one company in the Link To field. Bear in mind, though, if the company is a BillTo for other companies, then this client will have access to those companies as well. It does not matter if the companies you add happen to share a BillTo, your client will still only see the companies you have linked him to, unless you have linked him specifically to the BillTo company.
This means that you can have a client with access to a subset of the companies for a BillTo. This can be convenient.
If you have a large client with many users, it is convenient to allow them to add/edit/delete users. To do this, select the Can Maintain Users checkbox. This will give this user the right manager users for any customer you have put in the Link To field.
Once you select the client in the Link To drop down box, you may click Save.