Employee User Account(s)

All users that login to OneOffice need to have a User Account, including employees and any external users like consultants and contractors.

To Add an Employee User Account:

1. While in ‘Administration’ select ‘Records’.

2. Click on Zone and select ‘Core’, when prompted, select ‘User’ for the table.

3. Click on ‘Add’.

   1. The user’s email address will be used for notifications and as the user's login email address. The user’s first and last name are also required.

4. Employee accounts should always be added to the ‘client/self’ organization (or the organization with an id of -1).

   1. If your agency is also using ConneX for 'Consultant Access', do NOT select the ConneX organization name for this step.

5. Select/Enter user roles that will apply to the user account.

   1. Adding ‘OneOffice' and ‘OneOffice-legacy’ will provide full site access, while 'Admin’ will provide access to Administration options.

6. Optionally: Set the default password for the account, or the new employee can click on ‘forgot password’ to set their password on the first login.

7. Click ‘Save’ if only one user account is to be added. Otherwise, select ‘Save and Add Another’ if there are multiple accounts to add.

The Employee Account will also require a license to be added.

To Edit an Employee User Account:

1. While in ‘Administration’ select the ‘Records’ tab.

2. Set the ‘Zone’ to ‘Core’ and the ‘Table’ to ‘User’

3. Search and select ‘Edit’ next to the User Account.

To Delete or Disable an Employee User Account:

1. While in ‘Administration’ select the ‘Records’ tab.

2. Set the ‘Zone’ to ‘Core’ and the ‘Table’ to ‘User’

3. Search and select ‘Edit’ next to the User Account.

4. Select ‘Delete’ to delete the user account from OneOffice, or select ‘Disable User’ to disable the account.