This video shows how to create new users so other people can use Fusion at your yard.
Time: 3:40
When it comes to using Fusion at your feedlot, it's important for everyone involved to have their own user account. This helps in attributing events to specific individuals and allows for tailored access based on roles and experience. Beyond your regular employees, you might also want to create user accounts for external consultants like your veterinarian or nutritionist.
Now, let's walk through the process of creating a new user account for Joe Grant. Since we have the Fusion Setup Assistant window open, we'll navigate to the Users section and click the "Add A New User" button . Alternatively, you can access this through the Users menu after ensuring that the Fusion Admin menu bar is active.
User accounts are linked to a contact. In our case, we've already created a contact record for Joe. So, simply start typing his name, and when it auto-completes, just tab out of the field. If you haven't created a contact for Joe before, you could have done so by right-clicking on the contact button.
Keep in mind that usernames must be unique. By default, Fusion uses the first name from the contact, but you can change it if needed. For Joe, we'll leave it as "Joe."
Now, it's time to set up a password for Joe. Enter it twice, and Joe will need to know this to access the system. He'll have the option to change it to something only he knows later.
Next, we need to select the permissions group for Joe. Permission groups are explained in another video, but they essentially control what Joe can do in Fusion. You can update his group at any time, and the changes will take effect the next time Joe logs in or does a full sync if he's in a feed truck.
Now, let's take a look at the first checkbox. It's for critical system messages. When something major happens in Fusion, this checkbox ensures that all users with it enabled receive a message through the Message Center. Typically, customers turn this on for their admin-level staff, but it's important to have it turned on for at least one person who is involved in the day to day operation, ensuring that important messages are promptly addressed.
Moving on to the second checkbox. When a new version of Fusion is installed, the first person logging in with Fusion Client must accept a license agreement. Only users with this checkbox turned on will be able to accept these agreements. Others will be blocked from proceeding. So, it's crucial to grant this ability to at least one person who will be on-site during upgrades.
The "Debug Admin Access" option should generally be set to "No Access" for most employees. It's a debugging tool that our support team occasionally use to troubleshoot issues. We'll provide instructions on changing this setting if it becomes necessary.
We're almost finished. The last checkbox indicates whether this user is currently allowed to access the system. When an employee leaves your feedlot, avoid deleting their user account as it's tied to all the events they were part of. Instead, simply uncheck this field, and they won't be able to log in anymore. If they return to work, you can re-enable this field. Don't forget to click the "Save" button when you're done.
If you ever need to edit a user, just open the list of users and double-click on the one you want to edit.
As always, you can find more details in the documentation by clicking the help button, and our support team is always available for assistance.
