Users

Updating or correcting a user's name in the User Module: Open the User Module . Navigate to General > Contact > Summary tab. Use the search 🔍 to find the person whose name you need to edit. Click the Change User Name button . ...

Employees set up in your TradeSchool database can use the timecard system. Users as Employees Only users who have been checked as Employees can access a time card. Employees cannot see another employee's time, only their own, unless they h...

In short, a User is a generic Person in your database. The Users module should contain a unique User record for each person that has ever been tracked in your system. Whenever you add a new person to the database, the User Picker will po...

User records should always be unique . If you encounter two user records for the same person, this will cause problems for their account. To fix this issue, you can Merge the two records into one. How to merge User records Do a fin...