The users page contains the information for your internal users of Party Center Software. You can manage your various users from this page; it's accessed under the 'Company' header.
The page will show a list of the current active users in your system. You can click on each of these users to manage their accounts, in case you need to change their information or permissions. Additionally, if your user is assigned to multiple facilities, you can manage users from outside facilities from this page as well. The dropdown menu allows you to select users from other facilities you have access to.
From this page, you can click 'Show Inactive Users' to see any inactive users that may exist. Inactive users cannot log into PCS, but you can manage their profiles to reactivate them if needed. Clicking the three dots beside each user profile allows you to edit/delete the profile.
Add User
When you select this option, you will be prompted to fill out the following form:
The fields are as follows:
- First Name: The first name of the user
- Last Name: The last name of the user
- Email: The user's email address. This will be used for the forgot password feature
- Username: The username the user will log in with. This username must be unique to your facility. A message will appear if the new username is not unique
- Password: User passwords in PCS must be at least 7 characters in length, and not contain the following characters: <>'"&
- Main Phone: This phone number is used for internal record keeping purposes. In the case that you don't want to include it for a user, supplying a dash "-" will work
- Home Page: The page the user is directed to when they log into the software
- Home Page (External IP): If the user is logging in from an IP address outside of the accepted IPs (If any are configured), they will be directed here instead
- Party Host: If a user is a party host, then they can be assigned to individual party orders
Facilities & User Groups:
Each user in the system needs to be assigned to a facility and given a user group. This represents the site(s) they can log into, and the permissions they have within it. For most users, there will only be a single facility that can be selected when you click 'Add Facilities' (This being the facility you are logged into). For users with multiple sites, you can select multiple options from the menu.
Once a facility for the user is selected, you will need to assign them a user group. Click here to read more about setting up user groups. These groups represent the permission set that the user will have, which affects which pages they can access. Each user must have at least one user group assigned to them.