Creating Users
This document provides an explanation on how to create users within RedSky
To create a user, go to the ‘Security’ menu and click ‘View User’.
The User List will show.
To add a new user, click the ‘Add’ button.
User Profile
The ‘User Profile’ section contains the general user information.
General Info and Contact Details
In the ‘General Info’ part, the basic account information is required to register. Below, some fields are explained.
| Username | The username should be unique within RedSky. It is advised to use a standard for all usernames |
| Supervisor | This field contains the supervisor/manager of the user |
| Alias | The name of the user. This is shown in dropdown fields in the Customer Files and Service Orders |
| Forced Password Reset | If checked, the user needs to change the password upon the first login |
| Signature | The signature is used in E-mails sent from RedSky. (HTML format) |
Configuration Defaults
In the ‘Configuration Defaults’ section, the default display settings can be configured.
Default
Configures the default settings for viewing or creating Customer Files and Service Orders
| Default Warehouse | Default warehouse used for storage jobs |
| Login Starting URL | Landing page after login |
| Default Tab for Service Order | Landing tab when opening a Service Order |
| Default Company Division | If more than one division in Corp-ID, this sets the default |
| Extract Job Type | Default status of jobs in data extracts |
| Booking Agent | Default Booking Agent for new Customer Files |
| File Cabinet | Default display of the File Cabinet |
| Service Order View | Default view settings for the Service Order list |
| Commodity | Default commodity in new Service Orders |
| Service | Default service in new Service Orders |
| Default Operation Calendar | User can select the default Ops Calendar from Crew, Ops, Planning & Work Planning Calendar |
| Follow Up Email Alert | User can enable/disable the Follow Up Email Alert |
| SO Dashboard Search Limit | The number of Service Orders shown as search result |
Default Sort For
Configures the sorting in the search results screen for the following file types:
Quotation/Customer File
Service Order
Ticket
Claim
File Cabinet
The sorting for each of the above can be configured in this section. The Sort Order can be set to ascending or descending.
Accounting
Configures the default accounting settings in Service Orders or Quotation Files
Access Right
This section determines the level of authorization for the user.
