Adding equipment users is a necessary step prior to che cking ou t equipment to your users. This article is somewhat of a continuation of the article on Adding Equipment , as those steps should be done first.

In this article, we will be completing these steps:

1. Add departments i.e. Night Manager, Housekeeper, Security Director, etc.
   
2. Add positions within these departments, and set default equipment permissions for these positions.
   
3. Enroll equipment users, selecting their department, position, and any equipment permission overrides that are needed.
   

Adding Departments

Navigate to Settings > List Departments (requires admin access). Click the blue "Add Department" button:

Enter a department name and click Submit. Repeat for any additional departments that you wish to add

Adding Positions

Navigate to Settings > List Departments (requires admin access). Click the orange "Add Position" button (see screen above):

1. From the dropdown, select one of your previously added departments
   
2. From the dropdown, select a Position Security Level. Once an SL is selected, you may notice some equipment items will popup on the right of the screen
   
3. Enter a name for the position
   
4. Choose the default equipment permissions for this position using the equipment tree at the right. Simply check the box next to any equipment that this equipment user should have permission to checkout. From this point forward, when adding an equipment user and selecting a position, the equipment user will inherit the default equipment permissions that you set here, however you maintain complete control over the equipment permissions that you grant to each individual user. When adding a new user, you have the option to override the default equipment permissions that you have set previously.
   

Your screen should look similar to the one below. I added an Assistant Executive Chef, part of the Culinary team, assigned her a Security Level (SL) of 6, and granted her permission to checkout all radios (but no other equipment types or items):

Repeat the steps for all positions that you wish to add. Click the blue button titled "Position List" to view all positions that have been setup a;ready. Your screen will look like the one below, showing the departmental positions that you have added (if any). In this screen, you can:

1. View the current SL for each position
   
2. See the count of equipment permissions granted to each position
   
3. Search for a position
   
4. Click the edit icon for each position to change the name, edit default equipment permissions, etc.
   

Enroll Equipment Users

1. Navigate to Equipment > Add Equipment User.
   
2. Choose a User ID, which is a numeric ID that matches the barcode ID that you will scan to identify the user. This could be a Global ID on the employee ID card, or any other barcode that identifies the user.
   
3. Add the users first and last name
   
4. Add an image for the user, or capture an image using a connected webcam
   
5. Using the dropdown, select Department, then select Position
   
6. When Position is selected, the users SL value is given, and the equipment list will update to show the equipment types that the person has permission to checkout
   
7. Default equipment items will be selected for the position. Make any changes necessary to the equipment permissions for this individual user. If the default equipment permissions are incorrect for the position, then you should review the "Adding Positions" section above in this same article.
   
8. Select the equipment items that the user will checkout
   
9. Add optional phone, fax and also any optional information as needed by expanding the drawer under "User Other Information"
   
10. Verify the information entered and save the record
    

Editing Equipment Users

1. Navigate to Equipment > Equipment User List.
   
2. From this screen, you can:
   
   1. View the users SL
      
   2. See the last time the user was "Seen" i.e. the last time equipment was processed to the user
      
   3. Change the toggle to de-activate the user
      
   4. See a count of equipment that is currently checked out to the user
      
   5. See a count of equipment permissions the user has been granted (useful when auditing your equipment users)
      
   6. Search each of these fields
      
   7. User the A-Z buttons to quickly filter by First Name or Last Name, Department or Position
      
   8. Use the action menus to edit or delete the user, and see a log of equipment the user has checked out over time
      

The equipment user list screen is shown below: