Categories / Types
farmerswife provides three Categories where Users can be added to later be able to easily filter them in the Client application. However we recommend to setup just one User Category (Staff, Personnel, Users....) since User's can't move around between Categories.
Each of the User categories can be renamed by clicking on the Rename button on the left of the Category’s name and enter the new name.
To add a new User click on the green plus icon to the right of the Category name. The "Add New User" window will appear, allowing to define the User profile details.
When starting with an empty database please create at least one User and set a Nickname and a Password.
All other relevant information can be added through the Object Manager Navigation tab in the Client application.
Login with the newly created User to the desktop application and keep on adding Users through the Object Manager.
The color bars next to the User's names indicate:
- Green = Advanced User (Super User) with Tasks/Bookings/Rates permission.
- Yellow = Advanced User (Super User) with Tasks/Bookings permission.
- Red = Advanced User (Task User).
- Blue = Web User.
If the entire box is highlighted ‘red’ it means that the User is ‘inactive’.
Setting a User to ‘inactive’ (swiping the Active button) in the ‘Modify User’ window will release a license.
Configure LDAP information here to centralize the authentication process.
Microsoft Active Directory® Connector
In the Microsoft Active Directory Connector Setup section the connection info to the AD server using the LDAP protocol can be configured.
By using this feature WIFE will post the schedule changes to the Exchange user's calendar. The updated Events are read-only in the user's Exchange calendar.
Export / Import Profiles
Allows to Export/Import saved User Permission Profiles. Useful for large facilities that use multiple servers so User Permission Profiles can be copied across from one to another server. Also used to create a backup of Permission Profiles.
Use Punch Clock
If set to YES Users will be able to report when they came in to work and when they left work. This may or may not cover the same time span as the Bookings on that day – depending on the facilities work flow.
If the Punch Clock is active, the User is considered to have worked between the times input through the Punch Clock.
If a User did not come into work on a day, the “Skip” button can be pressed.
This removes the warning “No In/Out Time Reported Yet” and sets the number of worked hours to zero.
To be able to Punch Clock the according Toolbox Tab needs to be added to the User's Toolbox.
Make Users Appear As Client Contacts
If set to Yes, all Users in farmerswife will appear as Type Client in the Contact Database. If set to No all Users appear as Global Contacts and their details can only be altered through the Object Manager.