ADD/EDIT/DELETE USERS in YOUR ACCOUNT:

You must be logged into your account as an Account Manager to execute these options. When your account is set up, you will have been asked to supply at least one user name to be registered as the Account Manager - this is the name you can login as to carry out these options.

Account Managers can only be added by request to CCSi via Email to 'ccsmelb@ccsi.com.au' providing the 'user name' to add. A person from the CCSi Admin Team will then confirm the request with the main Account Manager of the Company Account before adding them.

If you are logged in as an Account Manager, then at the Program Window if you click on the 'Users' tab, you will see the following:



Adding a User:

Proceed with the following steps:
  1. Click on the  Add User button - you will see:

     
  2. Enter the new user's name e.g. john.smith
  3. Select which type of contract he/she is to use
  4. Leave the options  'A CORE User' and  'A RESTRICTED User' unticked for NORMAL users. NORMAL users are the default user type. 
  5. Tick the 'A CORE User' option if suitable.
    A CORE user is a user who has priority over NORMAL users for contracts. When a contract is created for your Company, it is registered as either a CORE or NORMAL contract. CORE contracts can only be used by Account Managers and CORE contract users, whereas NORMAL contracts can be used by anyone. This is advantageous by Companies who have a number of dedicated Estimators, and other intermittent users. In these scenarios, the dedicated Estimators should be added as CORE users, whereas intemittent Estimators should be added as NORMAL users.
    The Company can then purchase the number of CORE contracts equivalent to the number of dedicated users, and supplemental NORMAL Contracts sufficient to provide for the usage by the intermittent users.
    In this way intermittent users can never take up a CORE contract.
  6. Tick the 'A RESTRICTED User' option if appropriate that this user should not have full rights to modify worksheet structure/behaviours.

    A RESTRICTED user is a NORMAL user who does not have permission to do one or more of the following:
  7. Click the 'Create' button and you are done.

 Deleting a User:

Proceed with the following steps:
  1. Click on the   Delete User button.
  2. Select the User to delete from the drop-down list
  3. A message will confirm their deletion. 

Edit a User:
  1. Click on the  Edit User button.
  2. Select the User to Edit from the drop-down list
  3. The following dialog will appear
  4. Make the appropriate changes, then click Edit to save them.

Resetting the Password:

'Reset Password' when ticked allows you to create a new password the next time you log in.