Team/User Management
Manage user access/user access management (UAM) to add, edit, disable and/or delete user access.
🗒️ 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 member to 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) or
Assignee team member (someone who can be assigned to work/jobs, but is unable to login to Factory).
Adding a new Standard team member
A team member is a licensed user who can login to Factory.
When setting up/inviting a new team member you'll be asked to set the new user's role.
🗒️ Note: below covers two methods for adding a Standard team member, depending on when you signed up to Factory:
Invite your team 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.
Adding a Standard team member
Enter:
User name
First name (this is a mandatory field)
Last name
💡 Tip: we’d recommend adding a last name (as this is not a mandatory field) to avoid confusion with multiple people with the same first name.
Role (select from dropdown)
Password
Confirm Password
🗒️ Note: passwords must be at least 8 characters long, and must contain at least one upper case character, and one special character.
And Add.
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) > Add to add an assignee team member.
Editing users
Click the kebab/other options menu to edit, disable and delete users.
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)
Disable
Disable will remove/revoke login access to Factory, leaving the User listed in User Management as Inactive.
💡 Tip: disabling a user is useful if you temporarily need to remove a User’s access from Factory
Delete
Delete will remove/revoke login access to Factory, and delete the User from the list.
🚫 Warning: this action cannot be reversed; when deleting a user 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.