Below are the steps to create a user so they have access to Inline.
Go to Setup > Manage Users > Add new User
Below is a brief list of the options when creating a new user with information included.
Username: is the credentials the user will enter to login
Password and confirm password: will be the first password
Email: Will provide the email address that will populate in the send field on emails
Alt Email: provide a drop-down selection where the alternative email may be used
Affiliate: Will limit the affiliates the user will have access to when quoting
Rate Filter Set: Will establish what level access discount capabilities
Hire Date: The start date for the associate
Title: This field is title only and will not provide roles in the system
Employee #: Provides option to add User ID
Password Ex Rule: Creates a user level of how frequently the user must change their credentials.
Phone Extension: Optional field if filled out can be used in the widget phone extensions
Manager Field: This provides the user to be assigned to a manager, if the user becomes terminated later, any assigned tasks to that user will automatically be assigned to their assigned manager.
Override code:
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article