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User Account(s)

User Account(s)

Owned by Gabrielle Fuchs
Last updated: Feb 06, 2025 by Rachel Laudner
2 min read

All users that login to OneOffice need to have a User Account, this includes Employees, Bidders, and Consultants. Employee accounts are added by an administrator through administration while Bidders and Consultants are added via ConneX.

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.

    1. *** If your agency is also using ConneX for 'Consultant Access', do NOT select the ConneX organization name for this step. To set up a ConneX account so a user can gain consultant access to a customer site, follow the instructions HERE.

  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.

To complete setting up an employee account, a LICENSE is required. CLICK HERE for instructions.

To Add a Bidder/Consultant User Account:

Consultant/Bidder User Accounts are added via ConneX, OneOffice administrators can resync the ConneX organization to pull in updated/added user accounts from ConneX. This is for NON-EMPLOYEE/NON-LICENSED User accounts.

  1. While in ‘Administration’ select the ‘ConneX Sync’ tab.

  2. Find and select the Organization to resync.

  3. A success notification should display updated changes.

If the Bidder/Consultant User Account was not added/updated or the Organization is not in the Sync list, the account or organization may not yet be created in Connex.

To Edit a 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.

If a Consultant/Bidder User account needs to be updated, the Consultant/Bidder would need to do so in ConneX. Their organization can then be synced again to pull in the updated information. If their user account is not updated in ConneX the next auto sync will change the OneOffice account information back to reflect what is in ConneX. Click HERE for instructions on signing up for a ConneX account.

To Delete or Disable a 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.

 

 

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