Configuration & settings
System configuration and settings guidance library.
By Emma1 author23 articles
User accounts & access
Manage users, access, passwords, and permissions.
- Create a new user accountIn this article, we explain how to create a new user account, assign permissions, and provide limited access where required.
- Reset or change a user passwordIn this article, we explain how to reset or change a user’s password and unlock user access.
- Enable or disable a user accountIn this article, we explain how to enable or disable a user account.
- Create a new groupIn this article, we explain how to create a new group and how to exclude that group when allocating visits.
- Access Business Manager remotelyIn this article, we explain the available options for accessing Business Manager from home or outside the office.
- Enter a new license keyIn this article, we explain how to enter a new license key.
System setup & configuration
Configure system settings, features, and behaviours.
- Generate visits and shifts globallyIn this article, we explain how to generate visits and shifts globally for selected groups and dates.
- Create a visit type or shift typeIn this article, we explain how to create new visit types and shift types.
- Add new worker or client categoriesIn this article, we explain how to add new worker or client categories and assign them to a contract.
- Add client score checks to rosteringIn this article, we explain how to add client score checks to the rostering checks settings.
- Change or create an event typeIn this article, we explain how to rename an existing event type and how to create a new one.
- Configure document paths and templatesIn this article, we explain how to configure document and template paths so files can be stored and accessed correctly.
- Set up alerts for monitoringIn this article, we explain how to set up alert recipients and configure monitoring alerts.
Errors & troubleshooting
Diagnose issues and resolve common system errors.
- Error: User limit exceededIn this article, we explain what causes the user limit error and how to reset the user count safely.
- Error: 'Log on attempt failed'In this article, we explain how to resolve Error: 'Log on attempt failed' in Windows Security and successfully connect to Business Manager.
- Alerts not appearing in Business ManagerIn this article, we explain how to create action alerts and assign them to users.
- Buttons or details missingIn this article, we explain how to fix missing or incomplete screens in Business Manager by changing the desktop shortcut’s DPI compatibility settings.
- Network credentials requiredIn this article, we explain why Business Manager asks for network credentials and what you need to do to regain access.
- Desktop shortcut after server migrationIn this article, we explain how to remove old shortcuts and create new desktop shortcuts so you can access Business Manager on the new server.
Data management & Misc setup
Handle data, backups, and general configuration.
- Backup before an upgrade or migrationIn this article, we explain how to back up the Business Manager database and essential files before an upgrade or migration.
- Create filtersIn this article, we explain how to create and test filters for workers and clients.
- Enter a visit noteIn this article, we explain how to enter a visit note against a visit.
- Make a worker unavailable for workIn this article, we explain how to make a worker unavailable by creating and using an unavailable shift type.