Each individual in your business that needs access to Workhorse will need to be added as a User. Workhorse allows you to configure which modules each User has access to, and what rights they have within each module.
View or edit Users
To be able to view or edit Users, you’ll need to have appropriate user access to the Settings module.
From the Settings module, select Users to view a list of all Users (active and disabled). From this section you can add, edit, view, and disable Users.
|Navigate to Settings > Users.|
|Use the Quick and Advanced Search to help you find the User you’re looking for.|
|By default, Users are ordered by Username (A-Z). To sort by something else, click on the column heading. Click again to reverse the sort order.|
|Click Add New to add a new User.|
Add a new User
1. Go to Settings > Users.
2. Click Add New in the top-right corner.
3. A new blank User record will be displayed. Start by entering the details as required in the Users section.
You’ll need to complete all of the mandatory fields (marked with a *) before you can save the User or add modules under User Access.
Refer to User field explanations for more information on each field.
4. Once all of the required details under Users have been entered, scroll down and click Save before editing User Access or User Filters.
Users field explanations
|Username||Y||This is the name that is entered on the login page together with the password.|
|Name||Y||Actual name of the User.|
|Display Name||Y||Name which case be seen in the system.|
|Y||The new User’s email address.|
User password. Passwords must be at least 8 characters, a mix of numbers and letters, upper case and lower case with at least one special character like “!”.
If a User forgets their password it can be re-set here by the Super User or they can request a reset on the login page (see User Settings).
|Confirm Password||Y||Must be the same as entered in Password.|
When, for example, an employee leaves your business, you would select a date to disable the date so the User will not be able to access the system any more.
It is not possible to delete a User.
|Show on User Dropdown||Y|
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