You can add extra users to your myWorkshop account so team members can help manage devices, support customers, and access software.

This process has two parts:

1. Create a Role

2. Create a User and assign the role

    

Part 1: Create a Role

Step 1: Open Roles
1.Log in to myWorkshop.

2. Once logged in, select Users from the menu above.

3. Select Roles from the menu to the left.

4. Click on "New Role". 

Step 2: Enter Role Details

• In the General Tab-Fill in the Role Name and Role Description

Step 3: Set Permissions

•  In the Permissions Tab (on the top menu), use the drop-down lists to make selections for what access you want the role to have.

Part 2: Create a User

Step 4: Open Users

1.  Select Users from the menu above.

2 . Click on Users on the menu to the left.

3 . Click on New User.

Step 5: Enter User Details

• In the General tab, fill in the user details.

• Required fields are marked with *.

Step 6: Assign a Role

•  In the Permissions Tab, select the role you have created to allow the user access.

Step 7: Save

• Click Save.

• The new user can now log in to myWorkshop using their email address and password.
  Email activation is not required.

NOTE: Once an order is created by a team member, you can go to   Customer Orders and view the list of Orders and see who each order was created by.

Once you select an order on the  Customer Orders screen, you can open the relevant order to view its details. Within the order, the system will display the   Name of the user who created the order along with other details relating to the order.