General Tab Overview

Add a User First and Last Name

Hire Date: Date User was hired

Show Executive Dashboard: Check the box if you want it to launch on startup (pictured above)

Login: Choose the users login clearance either Tech, Office, or Not Allowed

Login Name: Choose a Login Name for that user

Password: Choose a password up to 24 characters

Force Log Out: will log that user out of all sessions of CenPoint on Mobile Devices.

Branch: Select the Users Main Branch and follow the line over to Can also access-> check the box of other branches they are allowed access.

Department: Select what department the user is in. To create a Department Go to->File->List Management->Departments

Crew Lead: Select what Crew the user is the Lead. To create a Crew Go to->File->List Management->Crews

Dflt. Vehicle: Choose the default vehicle for the user, this will fill in on the Work Order. To add a Vehicle Go to->File->List Management->Fleet Vehicles

Takes Vehicle Home: Check the box if they are allowed to take their vehicle home

Unpaid Morning Commute: Takes vehicle home box must be checked and fill in their unpaid commute time.

          Click on the following  link for more on unpaid morning commute. Unpaid Morning Commute

Worker Class: Assign a worker class this will be used on Certified Payroll. To add a Worker Class Go to-> File->List Management-> Picklist Data->Worker Classification

Work Group: Assign a work group if applicable, this will show up on the Weekly Scheduler. To add a Work Group Go to->File->List Management->Work Groups

Receive Alerts: Check what departments that user will receive alerts. When a task is scheduled that has an alert, they may receive an alert. To set up an alert go to Task->Auto Alerts.

            For an alert not tied to a task Go to Data->Make New Alert.

General Tab Overview on Portal

Add a User First and Last Name

Hire Date: Date User was hired

Show Executive Dashboard: Check the box if you want it to launch on startup (pictured above)

Login: Choose the users login clearance either Tech, Office, or Not Allowed

Login Name: Choose a Login Name for that user

Password: Choose a password up to 24 characters

Force Log Out: will log that user out of all sessions of CenPoint on Mobile Devices.

Branch: Select the Users Main Branch and follow the line over to Can also access-> check the box of other branches they are allowed access.

Department (Desktop): Select what department the user is in. To create a Department Go to->File->List Management->Departments

Crew Lead (desktop): Select what Crew the user is the Lead. To create a Crew Go to->File->List Management->Crews

Dflt. Vehicle: Choose the default vehicle for the user, this will fill in on the Work Order. To add a Vehicle Go to-> Users ->Select a user

Takes Vehicle Home: Check the box if they are allowed to take their vehicle home

Unpaid Morning Commute: Takes vehicle home box must be checked and fill in their unpaid commute time.

          Click on the following  link for more on unpaid morning commute. Unpaid Morning Commute

Worker Class (desktop): Assign a worker class this will be used on Certified Payroll. To add a Worker Class Go to-> File->List Management-> Picklist Data->Worker Classification

Work Group: Assign a work group if applicable, this will show up on the Weekly Scheduler. To add a Work Group Go to-> More -> Work Group 

Receive Alerts (Desktop): Check what departments that user will receive alerts. When a task is scheduled that has an alert, they may receive an alert. To set up an alert go to Task->Auto Alerts.

            For an alert not tied to a task Go to Data->Make New Alert.