What areas of Cargas Energy do I need to add a new employee once created?

Issue / Question:

  • After a new employee is added to the system, how do I make sure they have the needed access?
  • What parts of Cargas do I need to add a new employee to?
  • I added a new employee to the Employee Master, but they still do not show up or have access in some area.

Environment:

  • Cargas Energy version 2019 or later

Resolution / Answer:

If security is enabled and/or divisional security is enabled there are additional setup areas to add new employees to, depending on their employee type. 

  1. Create the new employee
    1. How do I add a new user employee to Cargas?
  2. Add the employee to security, if not completed in step 1
    1. Add the employee to Division security, if needed
    2. How to Guide: Setting up System Security
  3. If, the employee type is Service Tech
    1. How do I create a service technician in Cargas Energy?
    2. Add qualifications to the employee - How do I assign qualifications so they work when scheduling work orders?
    3. Add the employee to Service Center filters, if needed - How do I filter the new service dispatch board?

 

 

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