Configuration & settings
System configuration and settings guidance library.
By Lauren1 author23 articles
User accounts & access
Manage users, access, passwords, and permissions.
- Enter a new license keyIn this article, we explain how to enter a new license key.
- 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.
- Access Business Manager remotelyIn this article, we explain the available options for accessing Business Manager from home or outside the office.
- 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.
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.
- Set up alerts for monitoringIn this article, we explain how to set up alert recipients and configure monitoring alerts.
- Configure document paths and templatesIn this article, we explain how to configure document and template paths so files can be stored and accessed correctly.
- Change or create an event typeIn this article, we explain how to rename an existing event type and how to create a new one.
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.
- 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.
- 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.
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.