Creating a User

To be able to use the Web/online based modules of Visual Dispatch (E-tickets, Payroll, Quoting) you must have a User Logon.

To set up a user:

In the Desktop App, create an Employee by clicking on the Employee button from the main menu or List > Employee list.
Click on the New Button, add an employee Name & complete the required fields based on your workplace business rules.
Click on the User Login tab, assign a Username and Password as the minimum requirements. Follow your workplace business rules on the remaining fields.
Assign a Permission Preset by clicking on the blue hyperlink ‘User Permissions’. Once list opens, click on New. Using the drop down menus, select the relevant Branch and permission level.
Click on the ‘Ok’ button to save Permissions and ‘Ok’ to save and exit the Employee card.

NOTE: You must have Permissions to be able to Create a User/Employee.

TIP: User Permissions can also be assigned from Tools Menu > User Permissions. Remember to select the User first as it will default to the user logged in.