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User Preferences - Part 1

Learn about user roles, “free-floating” vs. “inside the desktop” windows, alternating row colors, ignoring translation errors, spell check, idle timeouts, preferred sites, text editing options, default ellipses actions, and menu preferences.

User Preferences — Part 2

Learn how to configure user preferences to create shortcuts and reminders. Video also discusses hot keys, events, alarms, password maintenance, and script debugging.

User Preferences - Part 3

Explore more details related to user and employee preferences. Learn how to create employees, maintain roles, and rescan privileges.

Clocking in Employees

How to clock in employees. Learn about the shop floor workbench, setup time, run time, selecting overhead accounts, time clock summary, posting employee time, and transactions related to the employee time clock.

Creating Users

How to create and maintain system users. Learn about usernames, passwords, localization, the purchasing agent flag, disabling export contents capability, and enabling enhanced authentication.

Defining Roles and Privileges

Discover how roles and privileges impact system users. Learn about user privileges, role-based privileges, site-specific settings, locales, and translation control.

Employee Overview

Get an overview on how employee records are defined. Topics covered include linking users to employees, filling in employee information, employee characteristics and values, timesheets, billing details, and compensation setup.

Employee Rates and Shifts

Discover how to set up rates for employees and assign employees to shifts. Topics covered include standard and individual labor rates, linking to work centers, rounding information, and capacity by department.

Currencies and Exchange Rates

How to establish currencies and exchange rates. Learn about base currency setup, multi-currency mode, and effectivity dates.

Employee Characteristics

Discover how characteristics can be added to employee records. Topics covered include characteristic setup, free form characteristics, input masks, validators, and value and order.