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