Creating New Users Individually

Setting up new users takes only a few steps to complete.

Before attempting to add users, be sure there are available licenses, and that the proper user group(s) are decided upon.

Refer to Deleting and Editing Users if you already have users created and just need to edit or delete them.

Identifying Available Licenses

Prior to adding users, be sure that licenses are available for use. If not, contact your sales rep or reach out to our support team if your sales rep is not known to you at 1-800-279-0549.

Refer to System Admin and Licensing for information on locating and determining licenses available for use.

Reviewing User Groups

RTA Software comes pre-loaded with 12 pre-determined user groups which dictate access and use of the various areas of the software. Custom user groups can be created to meet additional needs or create hybrid roles.

Refer to User Groups for more information on accessing the user groups for review and creating custom groups.

Adding a User

1. From the main menu, select User from the Admin drop down

Click the + icon to add a user

2. Enter the User’s first name (Required)

3. Enter the User’s last name (Required)

4. Enter the User’s email (Required)

   1. The email is used by RTA when the user forgets their password and clicks the Forgot Password link at sign on

   2. If the user does not have an email that can be entered in this field, simply put in a generic email to allow the continuation of adding the user

   3. Without an email, if a user forgets their password, they will have to contact an internal system admin to change their password. Refer to Editing Users for instructions on admins updating passwords

5. Enter the desired User ID and hit tab

6. The @rta-host.com suffix will automatically be included in the User ID for sign on purposes

7. If the message “User ID already exists” displays in red, this means that the specific User ID is already in use across the RTA Server and a new one will need to be chosen

8. Enter the User’s Password - ensuring that the password policy is adhered to

9. Confirm the User’s Password

10. Select the appropriate user license

10. Click Create

11. Next step is assigning the correct user group

    1. Choose Company Wide if access or user groups will be granted across the entire company at all facilities

    2. If using multiple facilities, a row defining access for each facility can be included if access will change by facility

    3. If using multiple facilities and the access rights need to be different for each one, select the facility being described for each row

12. Once the appropriate user group and facility is selected “click” next

13. This last step is the employee file and is optional and is to be used for technicians using the paperless shop module, click on “skip” if this is not needed

14. Add the facility the employee is assigned to

15. Assign the user an ID number

16. Assign an abbreviation, usually this is the employees initials

17. Name is prefilled from step one

18. Department is an optional field for companies' internal use

19. Type is optional

20. Class is also optional

21. Assign a Pin# if this employee will be approving purchase orders

General Tab

The General Tab houses all the contact information for the user/employee. Two panels exist. One for employee personal contact information and the other for an emergency contact.

To add information to these panels,

1. Click in the field to edit

2. Type in the appropriate information

3. Click the check mark for each field to save the individual entry

   

Facility, Certifications, and Custom Fields Tab

These tabs exist as part of the employee file. Refer to Employee Maintenance for more information on these tabs.

Attachments Tab

Add documents or pictures as with any other attachments area in RTA. Refer to Attachments for more information.