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@@ -47,11 +47,11 @@ Service rates can be created that are only available to specific [Contracts](svc
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## Service rate data table
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The Service rates [data table](ay-start-form-data-tables.md) lists all the service rates available and data table [common menu options](ay-start-form-data-tables.md#common-menu-options).
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The Service rates [data table](ay-start-form-data-tables.md) lists all the service rates available and provides data table [common menu options](ay-start-form-data-tables.md#common-menu-options).
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## Service rate edit form
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The Service Rate edit form contains all the [standard edit form](ay-start-edit-forms.md) functionality and contains the following fields:
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The Service Rate edit form contains all the [standard edit form](ay-start-edit-forms.md) functionality plus the following fields:
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#### Name
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@@ -2,7 +2,6 @@
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The Users [form](ay-start-form-overview.md) is used to create and edit Users and control their access to AyaNova.
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## Authorization Roles required
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This form is available to User's with the following [roles](ay-biz-admin-roles.md):
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@@ -27,27 +26,39 @@ Users are accessed in the following ways:
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User accounts are used to grant access to AyaNova and also to track and schedule service technician and sub-contractor type Users known as "scheduleable users".
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Scheduleable Users are tied to [Licensing](adm-license.md) in AyaNova in that a scheduleable type
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#### Licensing and Scheduleable Users
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Only active, scheduleable type users consume a "service technician" license, see the [licensing page](adm-license.md#service-technician-scheduleable-users-and-licensing) for details.
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Scheduleable Users only consume a license when they are set to Active. De-activating them is a way to free up a license and also preserve the history of their work in AyaNova.
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Scheduleable Users only appear in the [schedule form](svc-schedule.md) if they are Active, de-activating a User means their work order scheduled items will not be displayed in the Service -> Schedule form so be sure to re-assign any open scheduled work order items for them to another Active User to ensure it doesn't get lost. You can not see their work order items in the graphical schedule form but you can still see them in the Work order data tables so click through to the Scheduled Users list, filter by the inactive Tech to confirm and re-assign any unfinished work still under their name before de-activating them.
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#### Do not share User accounts
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Every User of AyaNova **must** have their own account.
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AyaNova does _not_ support multiple simultaneous logins with the same User account; a fresh login automatically revokes prior logins so logging in as a User that is already logged in will kick out the originally logged in User.
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## Do not share User accounts
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Also, for security purposes it is important that each User have their own account so that it's easy to keep track of who did what when and where in case issues arise by viewing the [history event log](adm-history.md) and being able to revoke a specific user's access when necessary.
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Every User of AyaNova **must** have their own account. AyaNova does _not_ support multiple simultaneous logins with the same User account; a fresh login automatically revokes prior logins so logging in as a User that is already logged in will kick out the originally logged in User.
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## Users data table
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For security purposes it is important that each User have their own account so that it's easy to keep track of who did what when and where in case issues arise. Also it makes it easier to revoke access when a User is no longer allowed to access AyaNova.
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The Users [data table](ay-start-form-data-tables.md) lists all the Users in AyaNova and provides data table [common menu options](ay-start-form-data-tables.md#common-menu-options).
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## Menu options
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In addition there is a `Direct notification` menu option that is the multiple user version of the single user [direct notification](#direct-notification) feature provided to notify multiple users at once.
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### Direct notification
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## User rate edit form
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The User edit form contains all the [standard edit form](ay-start-edit-forms.md) functionality plus the following:
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### Menu options
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#### Direct notification
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Send a direct Notification message to this User. This differs from a Memo in that it will trigger an alert for them (the bell icon at the top of the AyaNova user interface) and is useful when you have an urgent message to send.
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### Send password reset email
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#### Send password reset email
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Initiate a password reset process for this User.
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@@ -55,72 +66,67 @@ When a user forgets their password or a new User has just been created and you w
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Note that it requires the User to have a valid email address set in the settings tab.
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### Scheduled Users
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#### Scheduled Users
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If this User is a scheduleable type, this menu option is a shortcut to the work order item scheduled users data table filtered to show only _this_ User's records.
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### Labors
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#### Labors
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If this User is a scheduleable type, this menu option is a shortcut to the work order item labor data table filtered to show only _this_ User's records.
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## User tab
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### Fields
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### Name
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#### Name
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This is the only required field. Enter the User name here, we recommend `Firstname Lastname` format however as long as it's unique you can enter anything you wish here to identify Users in all areas of the AyaNova user interface.
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### Employee number
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#### Employee number
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Optional field designated for employee number.
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### Authorization roles
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#### Authorization roles
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This is where you grant access to the different areas of AyaNova for this User. [AyaNova roles](ay-biz-admin-roles.md) are broadly defined by the business roles that User must perform so in most cases you would grant roles based on the User's actual job roles. It is better to grant less access initially and add as required.
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### User type
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#### User type
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#### Service user
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##### Service user
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This type of User consumes an AyaNova license, is scheduleable for service and is appropriate for any staff User that peforms service and needs to have their service tracked.
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This type of User [consumes an AyaNova service tech license](#licensing-and-scheduleable-users), is scheduleable for service and is appropriate for any staff User that peforms service and needs to have their service tracked.
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#### Non-Service user
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##### Non-Service user
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This type of User does _not_ consume an AyaNova license, is not scheduleable for service and is appropriate for any staff User that isn't directly performing service for the company that needs to be tracked. All users of AyaNova should have their own login account, two or more Users are not able to be logged in at the same time under the same User account.
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#### Subcontractor
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##### Subcontractor
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This type of User consumes an AyaNova license, is scheduleable for service and is appropriate for any non-staff contracted User that peforms service under contract and needs to have their service tracked. This type of User has far more limited rights than a Service User and is generally restricted in what data they can view in AyaNova to only that which is required for them to do their job.
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This type of User [consumes an AyaNova service tech license](#licensing-and-scheduleable-users), is scheduleable for service and is appropriate for any non-staff contracted User that peforms service under contract and needs to have their service tracked. This type of User has far more limited rights than a Service User and is restricted in AyaNova to only being able to view the exact data that is required for them to do their job. For example they are not able to see prices or costs in a work order or view parts of a work order not directly related to their job.
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### New login name / New password
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#### New login name / New password
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Set or reset the User's login name and password here. Note that the User can also change their own login credentials in their User settings so it's often the case that a temporary set of credentials is set here by the administrator and then the User themselves will use this to login and immediately change their login and password.
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If this value is changed while a User is actively logged in, it doesn't take effect until the _next_ time they login.
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### Last login
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#### Last login
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This read only field shows the last time this User logged in for security purposes.
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This read only field shows the most recent date and time this User logged in.
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### Active
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#### Active
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The active field controls whether a User is enabled in AyaNova. Inactive Users can not log in and their name is not offered in selection lists for new records by default.
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#### Revoking access
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##### Revoking access / locking out Users
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Only active Users can login. If a User is set to inactive their authentication token is immediately revoked and even if they are currently logged in they will be logged out the moment they attempt any operation in AyaNova that needs to connect with the server or when the web application attempts to connect behind the scenes to check for notifications as it periodically does.
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This means the moment a User is deactivated and saved they are effectively locked out of AyaNova.
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#### Scheduleable type Users
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Scheduleable Users only consume a license when they are set to Active. De-activating them is a way to free up a license and also preserve the history of their work in AyaNova.
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Scheduleable Users only appear in the schedule form if they are Active, de-activating a User means their work order scheduled items will not be displayed in the Service -> Schedule form so be sure to re-assign any open scheduled work order items for them to another Active User to ensure it doesn't get lost. You can not see their work order items in the graphical schedule form but you can still see them in the Work order data tables so click through to the Scheduled Users list, filter by the inactive Tech to confirm and re-assign any unfinished work still under their name.
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### Notes
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#### Notes
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This optional field is for the Use of the AyaNova administrator and is not displayed to the User themselves. It can be used for any purpose required.
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### Tags
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#### Tags
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Tags for Users are optional but connected to many areas of AyaNova when it comes to filtering data and the notification system in particular.
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@@ -128,6 +134,6 @@ If the User is a scheduleable type, the tags entered here can be used as a filte
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In addition some notifications can be filtered by tag as required.
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## User settings tab
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### User settings tab
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This section is a duplicate of the [User settings](home-user-settings.md) form. This tab can be used to set up Users in advance and is also mirrored for the User themselves to make adjustments including changing their own password and login.
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This section is a duplicate of the [User settings](home-user-settings.md) form available to users when they log in. This tab is provided for and Administrator to edit or set up Users in advance.
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