Managing and Inviting Your AccuLynx Users

Note: Managing User Statuses and Roles requires Location or Company Administrator Role 

To Access the "Mange Your Team" Page you will follow these steps below:

1. Click on your name in the top right corner of AccuLynx

2. Click on Manage Your Team

Users will appear in this list based on the user Statuses that you have selected in the Show option as seen below:

There are 4 different Statuses for Users within AccuLynx:

1. Active - These are users that are currently able to login to AccuLynx.  They are counted on your bill as a billable user.  You will see these users listed either as part of your agreed upon Minimum or as an Additional User on your bill.

2. Inactive - Inactive users cannot login to AccuLynx and will not be billed for after the billing cycle they were last in the Active Status during is completed. The Inactive Status allows AccuLynx to retain that user's job assignments for Reporting and Historical data tracking.  

3. Archived - Archived users cannot login to AccuLynx and will not be billed for after the billing cycle they were last in the Active Status during is completed.  Archived Users must have all jobs reassigned to another Active User before you can Archive them.  The Archived Status retains the users profile information in case you may invite this user again in the future.

4. Deleted - Deleted users cannot login to AccuLynx and will not be billed for after the billing cycle they were last in the Active Status during is completed.  Jobs and Active Labor Tickets must be reassigned to an Active Status user before Deleting a user. ** If you Delete a user with assigned jobs those jobs will not be accessible within AccuLynx.

For help with Reassigning Jobs click Here

For help with Reassigning Active Labor Tickets click Here

Note:  Users are billed for at the end of each billing cycle,  You will see the user counted on the Bill if their User Account was in the Active status at any point during the current Billing Cycle.

To Invite Users to AccuLynx:

1. From the Manage Your Team Screen click on Invite Team Members

2.  Input the users Email Address *Please make sure the user has logged into and accessed the email address before sending the invitation to AccuLynx or else the email will bounce*

3. Select the Users Role from the Drop Down  **For More information on User Roles see the article Here

4. Add a Message if you Choose (This is optional) 

5. Click on Invite

6.  This will send an invitation email to the user's email you provided above and the user will be considered Active and Billing for this user begins.    Note: The user must access the email to create their login password by clicking the link to join.  If the user does not receive the invitation please contact Support at support@acculynx.com for assistance in resending the invite. 

Managing User Profiles

Clicking on a Users Name in the list will take you the the Edit Team Member page.

**Note to Save any changes on this page these fields Require Data:  Full Name, Display Name and Initials.  If any of this data is missing it will not allow you to click on Save**

1. Modify their Status

2. Edit their basic information

3. Change their Role

4. Upload a Profile Photo

5. Allow Billing Emails for Administrator Level Users

6. Delete the User

7. Save changes when finished

Note: You are unable to update a user's email from the Profile view in Manage Your Team.  The only way a user's email can be updated is by having that user login to AccuLynx and click on their own name in the top right corner of the page.  The user will need to click on Edit Profile and update the Sign-In Email Field.