Breadcrumbs

General settings

Account for user

Change general information

  1. From theHome | General settings

  2. You can modify your information

  3. Press To safeguard

Change password

  1. From theHome | General settings

  2. Enter your old password

  3. Enter your new password and confirm your password

  4. Press To safeguard

Appearance

Dark mode

  1. From theHome | General settings

  2. Press Appearance

  3. In the section Beta mode, click the button Enable features in beta mode

  4. In the section Theme, click System Preference (currently: Clear)

  5. A drop-down list activates and choose Dark

  6. Press To safeguard

Section for administrator only

Users

Add a user

  1. From theHome | General settings

  2. Click on Users

  3. In the title bar Users, you have the ➕ button. Click on it

  4. Fill in the fields

  5. When you are finished, click the button To safeguard

Edit a user

  1. From theHome | General settings | Users

  2. You can click on the user or click on the three points of the user and choose To modify

  3. Edit the desired information

  4. Click the button To safeguard to save the information

Select one or more users

  1. From theHome | General settings | Users

  2. Check the first box in the first row (selects all boxes) or check the boxes in the first column as desired

  3. You can click the ✖ (located in the upper left corner) to deselect all selected users

Deactivate a user

  1. From theHome | General settings | Users

  2. Select the users you want to deactivate

  3. Go to the upper right corner

  4. Click on the three points

  5. Click on Disable

  6. Click on Yes to confirm that you are deactivating your users

Ask Cactusoft Construction support to check if the permission is enabled.

Searching for an inactive user:

Here are the steps to carry out your search for a user:

  1. From theHome | General settings | Users

  2. Check the box Show inactive users

  3. Click in the bar Filter by information users and type your search

  4. You will find your user inactive

To reactivate your users, repeat the steps for deactivation and choose Enable.

Send a welcome email

  1. From theHome | General settings | Users

  2. Select the users you want to send a welcome email to

  3. Go to the upper right corner

  4. Click on theenvelope icon

  5. Click on Yes to confirm that you are sending the welcome email to your users

Quick access to the employee file

  1. From theHome | General settings | Users

  2. Go to the column Employee

  3. Click on the employee name to access his file

  4. You are on the employee file

Make sure the employee file is linked to their username. Visit the page List of employees for instructions on how to edit the information.

File Categories

Add a file category

  1. From theHome | General settings

  2. Click on File Categories

  3. In the title bar File Categories, you have the ➕ button. Click on it

  4. Fill in the fields

  5. Click on Apply when you are finished

Edit a file category

  1. From theHome | General settings | File Categories

  2. You can click on the file category or click on the three points of the file category and choose To modify

  3. Edit the desired information

  4. Click on Apply when you are finished

Delete a file category

  1. From theHome | General settings | File Categories

  2. Click on the three points of the file category and choose DELETE

  3. Click on DELETE to confirm the deletion