Overview

There are two basic categories of users in Birdview PSA, namely:

• Regular users
• Guest users

Guest users can interact with the system only via Guest Portal, and are created on the Guest Users tab on the Users screen. Regular users are created on the Regular Users tab.

Creating users

As users are usually created to be part of a project team (unless you are creating a global user to help you manage the system as a whole), defining a place and role within a project would normally go before creating a project-related user. Suppose you now have a solid idea of what purposes you are going to create a user for within a project.

To create a new user, follow the steps below. For creating guest users, refer to Guest users.

1. Log in as Administrator (or a user who has the ‘Manage System Settings’ permission). If you are already logged in, skip this step.
2. Click your login picture, select Company Settings > Users. You will be taken to the Users screen.
3. Click the large green '+' button. This will open an Invite User pop-up window. Fill in all the required fields. See User details section for details.
4. Click 'Invite'. This will send an invitation letter with a link to login to the user, and create a record of the user on the Users screen. Now you can finalize creating the user.
5. Note about the 'Customer' field: If no customer is associated with the user, select 'None'.

If a user is the representative of a customer, then Birdview PSA will automatically filter out and not show that user any other users and projects (data pertaining to them) who are representatives of or belong to other customers. However, it will show the user all other users who are either representatives of the same customer or who have No customer set in their 'Customer' field.

NB: This does not apply to users with the 'Manage customers' global permission in their role.

6. Fill in the custom fields, if any. For more details, see User details section and Custom fields.
7. Set the user's personal schedule. By default, Monday to Friday workdays are used with 8 hours per day standard daily work load.

All changes you make are saved automatically.

Importing users

For importing users, refer to Importing users.

The user can be emailed a welcome letter with either automatically generated password (if you have not set it for them manually), or the one you have set for the user. This requires the notification system be enabled. See email notifications for more details.

Inviting Users to a Project or an Activity in Activity Center

See Inviting users.

Creating a user beyond the limit in your license - 5-day temporary license

When you try to create a user beyond the limit permitted by your license, a temporary license with a 5 day grace period will be automatically generated for the user.

All you need to do is to purchase an additional license for the extra user within the grace period.

Birdview PSA will return the following dialog box:

To continue, fill out the user creation form and click 'Save and close' to add it. If required, use 'Show all user details'.

After you close the dialog box, an Birdview PSA Customer Portal page will open in a new tab where you can complete the purchase of an additional license:

You can either complete the purchase now, or postpone it till later but within the grace period.

If you do not complete the purchase within the grace period, the 'Can login' option will be revoked for the users not covered by your license.