Tutorial

Getting Started with EarlyTMS

MAIN CONTENTS

There are 4 types of users : Site Directors, Manager, Supervisor, and User. Users can be assigned to supervisor, supervisor to Manager, and Manager to Site Directors. Supervisor can change the information of users assigned to the supervisor specifically, while site director can alter any user profile.

Creating user accounts

Create Site Director

1. Click administration
2. Click user management
3. Enter user ID
4. Enter First Name
5. Enter Last Name
6. Select Site Director in user type
7. (optional) select location and role
8. Click save

Create Manager

1. Click administration
2. Click user management
3. Enter user ID
4. Enter First Name
5. Enter Last Name
6. Select Manager in user type
7. Select site director in manager+
8. (optional) select location and role
9. Click save

Create Supervisor

1. Click administration
2. Click user management
3. Enter user ID
4. Enter First Name
5. Enter Last Name
6. Select Supervisor in user type
7. Select Manager in manager+
8. (optional) select location and role
9. Click save

Create Agent

1. Click administration
2. Click user management
3. Enter user ID
4. Enter First Name
5. Enter Last Name
6. Select User in user type
7. Select Manager in manager+
8. (optional) select location and role
9. Click save