Overview
This article will show you how to create a new user for your Roundsman Enterprise Application.
🤓Tip: The steps are in two sections - one for systems which are being hosted on Access Group servers, and another for systems which are setup on your own server.
If you would like to discuss having The Access Group host your system, please reach out to your Account Manager.
Roundsman on an Access-Hosted server
If your Roundsman system is being hosted by Access, then new users need to be created in Workspace rather than within Roundsman.
Create the user in Workspace
Login into Workspace as an Administrator.
Select the Members button in the top-right corner.
Click on the Add button.
Set the users email address.
Click Add.
Grant the user access to Roundsman
Go to the Members section in Workspace and locate the user.
Click on the 3 dots on the user's icon.
Select Manage Roles.
Select either User or Administrator from the drop-down, whichever is applicable to that user.
If the Manage Roles option is not displayed,
Click on the 'Tick' in the top left of the user.
Click Add on the Actions window that has just opened on the right-hand side.
Click Assign Product Role
Select Roundsman from the Product name drop down.
Click Assign.
The Manage Roles option will now be available and you can now assign permissions to the Organisational Role, Analytics and Data Engine roles.
The user will then be able to login to their own Workspace account and will see the "Roundsman" icon when they click on the Access button.
If the Roundsman Icon is not displayed,
Click Manage Roles.
Set Roundsman to No Access.
Click Save Changes.
Click Manage Roles.
Set Roundsman to Administrator or User.
When they click on the Roundsman icon for the first time, they will be prompted to install Citrix Workspace on their PC.
📌Note: This will require a reboot in order to complete the installation.
Once Citrix Workspace is installed, the user can go back to the Workspace website and click on the Roundsman icon. Citrix will then launch, and Roundsman will open in its own window.
Roundsman on your own server ("On Premises").
Follow the steps below to create a new Roundsman Enterprise User:
Once logged into Roundsman Enterprise, go to Administration
Expand the Administration Sub-Tab
Click 'Create New User'
This should now take you to the 'Create User Wizard'
Press Next
Enter a Username. This will be the Username they will log in with
Enter a secure Password
Enter an E-Mail address. This email will be used for password resets, etc.
Select a Home Depot from the dropdown list. This will be the user's default location
'Is Roaming User' is optional; when ticked, it will allow the user to make changes to other locations.
Double-click the tick box to give the user that specific permission.
Click Finish.