Use this page to edit user details, user permissions, job shortcuts, and client access. You can also emulate any user to see SURVEYOR how they see it which is particularly useful to see and check a client portal before sending login details.

 

Most user details are covered on the add user page, but on the manage users page there are some additional details available.

 

Enter a postcode for an inspector for the location that they normally travel from. This could be the office postcode for office base workers or a home postcode for remote workers. This postcode is used for calculating distances to sites.

 

YES/NO.

Only active users can login, inactive users will have no access to the SURVEYOR. Users can never be deleted, simply make them inactive when their access is no longer required.

 

YES/NO

Not all users need to appear within planning functions, typically only active inspectors will be set to YES and only they will appear for scheduling.

 

Click any job to add it to this user and it will turn green.

 

 

Click the job again to remove it and it will return to dark grey again.

 

 

Selecting various jobs for a client will show only those jobs on a client's portal. See client portal for more details.

 

Selecting various jobs for other users will create shortcuts to those jobs on the home page. See job shortcuts for more details.