User Tracker - Creating a new User for Time Tracking

This topic shows you how to create a new user for time tracking. Once this user is created, the user can login to QuickEasy with the tracker password, and the time tracker screen will appear.

How to create the tracker user:

1. Navigate to Setup > My Company.

2. Create a new user with First name Tracker, Nickname Tracker, and List as Tracker.

3. Make the user Active.

4. Navigate to Setup > Settings and Default.

5. Select Tracker from the user list, and click Add to users pictured below.

6. Select the Tracker user as pictured below, and make the following changes to User Settings:

a. System > Set QuickEasy password for user Tracker to tracker. This is the only password that will allow you to access the Tracker module at login.

b. Continue to apply the settings pictured below to the Tracker User Settings.

7. Navigate to Setup > Transaction Types > User Access.

8. Add Tracker to Roles.

9. User Roles > Tracker > Select Tracker.

10. Navigate to Setup > My Company.

11. Select the user that will need to login to Tracker, and change the QuickEasy login (PIN) to any 2 - 4 digit pin for them to access their own Timetracker.

Menu Manager

1. Navigate to Main menu > Setup > Menu Manager.

2. Add > Tracker.

3. Tile Description = Tracker.

4. Index = -1 (Main and Tile)

5. Menu Items > Description = Tracker.

6. Type = Fixed.

7. Module = Timekeeping.

8. Visible tab - Tracker.

9. Startup > Add - Tracker - Tracker.

Login

You can now login to QuickEasy BOSEnterprise with password tracker. The following login screen will appear.

Enter the login PIN. The tasks that have been assigned to the user in the Planning Board will be visible in the tracker module.