What is a User?
A User in Sedona-X Mobile is most likely a Technician, however, may also be a Manager, Subcontractor, or another type of resource.
Note: Before creating a new User, you must first create an Employee record in the SedonaOffice SedonaSetup Employee setup table.
New User Setup
To set up a new Sedona-X Mobile User, follow the instructions below and on the following pages.
Log in to your SedonaAPI URL. This would have been provided to your company when a Bold Group representative installed your API. If you are unable to locate your API URL, please contact Bold Group Support or your designated project manager.
Once logged into the API, you will be presented with your Home page as shown in the illustration below.
Click on the Users tab from the top menu bar. A list of default Users will be displayed – do not make any changes to these Users. In order to access your Users, select the Company Users option, which is highlighted in the illustration below.
To create a new User, click the Add New User button.
The Add User data entry form will be displayed.
- In the first field, Company Name, select the company from the drop-down list to which the User will be connecting with Sedona-X Mobile. Fill in the data entry fields.
- In the Password field, click on the question mark icon for the formatting rules for passwords.
- The last field on the page is the Enable Sedona-X Mobile button. Click on this button to switch to “Enabled”. This must be done for the User to be able to use the application.
After clicking the Enable button, additional options will be displayed.
