Team/User Management
Manage user access/user access management (UAM) to add, edit, disable and/or delete user access.
Locating section in app: Settings > Team
🗒️ Note: as an Administrator you control who has access to Factory. When an employee leaves your employment it is your role to ensure their access is revoked.
Team page
Use search, and/or use the checkbox to show inactive team members, to create a view to edit, disable and/or delete Users.
🗒️ Note: Team Members are displayed in alphabetical order by first name.
Roles/User Types for Standard Team members
Click on image to expand
Add a new user/team member
Select
Add team memberto invite or setup a team member to Factory (this depends on when you signed up to Factory).
Select from:
Standard team member(someone who can login to Factory and make changes) orAssignee team member(someone who can be assigned to work/jobs, but is unable to login to Factory).
Setting up/inviting a new Standard Team Member
A Team Member is a licensed user who can login to Factory:
Select
Add team member>Standard team member.Add an email address to invite via email.
Choose the role you'd like the Team Member to have from the Invite as dropdown.
Send invite.
🗒️ Notes:
The email invite is valid for 24 hours
Please check both Inbox and Junk box for the email invite
Invited members will be added as additional team members on your subscription after they accept the invitation.
Adding a new Assignee Team Member
A Team Member that can assigned work, but cannot login to Factory.
Assignee Team Members could be individuals, or teams such as fabrication, or machinery involved in fabrication, that don't require access to Factory.
Complete First name and Last name.
Hourly rate (Cost)/Hourly rate (Charged) (if required).
Setup PIN (a four digit PIN use when clocking on/off of orders).
Addto add an assignee team member.
Editing users
Click the kebab/other options menu to:
Edit
Edit
For Standard Team Member Edit allows changes to:
Hourly rate (Cost)
Hours rate (Charged)
For Assignees Edit allows changes to:
First name (this is a mandatory field)
Last name
Hourly rate (Cost)
Hours rate (Charged)
Disabled
Disabled
Disable will remove/revoke login access to Factory, leaving the User listed in User Management as Inactive.
💡 Tip: disabling a Team Member is useful if you temporarily need to remove a user’s access from Factory
Delete
Delete
Delete will remove/revoke login access to Factory, and delete a Team Member from the list.
🚫 Warning: this action cannot be reversed; when deleting a Team Member a popup will appear to confirm the deletion.
Changing the role of a Standard Team Member
Select the Role dropdown, aligned to a Standard Team Member.
Select the Role you'd like the Team Member to have.
