Adding Users & Setting Permissions In ePRO Print MIS
To add users and set permissions in ePRO, please review the steps below.
Prior to getting started, you will need to have the following:
- Access To ePRO Print MIS
Steps: How To Create Users
1. Login to your ePRO software.
2. Hover over your Username in the top menu bar and click on the sub-menu option Settings.
3. Open User Manager.
4. Click on Add User.
5. Input basic information, select the role and general preferences.
6. Click on the Save Changes button.
Steps: How To Setup User Groups And User Permissions
1. Login to your ePRO software.
2. Hover over your Username in the top menu bar and click on the sub-menu option Settings.
3. Open User Manager.
4. To create a new user group, click on Add User Role. To edit an existing role, select the User Role from the dropdown and click on Edit Role.
5. Select the Section from the dropdown. For example: To set permissions for the Estimates module, select Estimate from the dropdown.
6. Check or uncheck the permissions you want to apply or remove.
7. Click on Save Role.
Note: To learn how to set email signatures for users, go here: Creating email signatures for users.
If you have any questions about this, please contact our support team by clicking the support link in the bottom right-hand corner of this page.