Adding a CounterGo User

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Background and Cost Information

The first CounterGo user is always an administrator. 

The CounterGo administrator can create new users and those new users can be administrators as well or they can be assigned lesser security roles. All admin users can create, reset passwords, and delete other user accounts, so use discretion when assigning admin privileges.

Each additional CounterGo user adds a monthly user cost your CounterGo subscription.

For current pricing, visit:  CounterGo Pricing

Only active users count toward the monthly user count for the CounterGo subscription. Replacing an existing user does not incur additional charges - only a new user that increases the active user count will be charged.

Moraware will confirm the additional users by email along with the amount you'll be charged.

CounterGo-only Users

To create a user account shared between Moraware JobTracker and CounterGo, see instructions in section below.

  1. In CounterGo, select Admin::Users on the green menu bar
  2. At the top of the CounterGo Users list, is a Max Users value - this is the current number of CounterGo licenses being charged under your subscription. Note: If the Max Users value is greater than the active user count, contact Moraware Support to reduce the cost of your subscription going forward.
  3. Click New User... button.
  4. If adding this user will result in increased subscription cost, a warning appears at the bottom of the window:  
  5. Populate the New User information.
    Recommendations:
    - Do not use spaces in the username. It's allowed, but often causes problems.
    - Be sure to include an email address, so the user is able to reset his/her own password (unless Cannot Change Password is checked).
    - If the new user is also a Salesperson, select their name from the salesperson dropdown list (or add it).
    - You can select security Roles from the dropdown list...
    - If Administrator is checked, the user will have access to all CounterGo functionality, including the ability to create/remove other users.

Shared CounterGo and JobTracker Users

If you are already using JobTracker and want to give a JobTracker user the ability to use CounterGo, then

  1. In CounterGo, select Admin::Users on the green menu bar
  2. Click Add JobTracker User as new CounterGo User... button
  3. If adding this user will result in increased subscription cost, a warning appears at the bottom of the window:

  4. Select Roles from the dropdown list (use Select... for multiple roles) or check Administrator to give the user access to CounterGo functionality, including the ability to create/remove other users.
     

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