Create a Systemize User
Users are the internal people that log in to Systemize. We recommend that each person using Systemize has his own username and password for accountability and for tracking the change history on Jobs. The monthly fee for Systemize includes 5 Users. Additional Users are $50/month each.
NOTE: to give a non-employee read-only access to a limited number of Accounts, add them as an External User. See Related Articles below for more information.
You must be logged in as an Admin User to create or edit other Users.
- Go to Settings > Users & Roles > Users and click +Create.
- If you also use CounterGo, you can either select to add an existing CounterGo user to Systemize, or you can create a new Systemize user. For adding a New User, fill in the
- User Name: choose a name that is one word with no spaces.
- Password: enter a password. If you would like the user to change the password once they log in, check the box below the fields. If the User forgets their password, they can reset it using the Email Address you enter here.
- Assignee: not a required field. See Related Articles for more information on creating Assignees.
- Salesperson: not a required field. See Related Articles for more information on creating Salespeople.
- Login from anywhere: allows the User to access the database from any location. If you uncheck this box you will need to enter an IP address(es) that the User can log in from. See Related Articles for more information.
- Must Change Password: if this box is checked, the user will log in with the password you entered above, but then they will be prompted to create a new password once they have logged in.
- Permissions: to give the user the appropriate level of security. For an Admin user, select "Administrator" from the first drop-down box. For all other users, leave the left side box and "Selected Role" and choose a role from the right side drop-down menu. See Related Articles for more information on Roles.