Scheduling
How does ControlBoard® control sign-in and what each user can do?
ControlBoard gives each person a login with a user type that sets what they can do, from full administrator to
view-only, with phone-first types for the field. Add-ons such as project management or the assistant are turned on per
person. People choose their own password from a sign-in code, so nobody types a password for someone else. Your
company sets the password rules, can require two-step sign-in, and can offer sign-in with Microsoft. Users can be
limited to some subsidiaries or divisions. A 90-day sign-in log shows who signed in, when and how.
What you can do with it
- Control what each user can do
- Require two-step sign-in or Sign in with Microsoft
- See who signed in
Used by: administrators, accounting, managers, field workers
More about scheduling in ControlBoard
Already a customer? The step-by-step is in Help inside ControlBoard.
Updated
Common questions
Does ControlBoard support two-step sign-in and Microsoft accounts?
Yes. Two-step sign-in works with an authenticator app or a text message, with recovery codes for a lost phone.
Your company can require it for nobody, administrators or everyone. Sign in with Microsoft lets in only accounts
from your own directory, and it counts as two-step sign-in.
Can I limit a user to one division or subsidiary?
Yes. A user given some subsidiaries or divisions sees only the jobs, people and equipment in them, plus anything
with no division. An administrator given one subsidiary runs that subsidiary only, while billing, sign-in security
and other company-wide settings stay with the company’s own administrators.
Do users from the old ControlBoard keep their logins?
Yes. Each active user comes across with the same login and the closest user type, keeps the divisions they had,
and keeps the way they entered time on the phone. At first sign-in ControlBoard asks each person to choose their
own password.
Related answers
How does ControlBoard® keep a company's schedule activities consistent?How does ControlBoard® let us set it up for the way our company works?How does ControlBoard® let us add our own fields to jobs and resources?How does ControlBoard® organize a company into divisions?How does ControlBoard® keep track of our employees, equipment and other resources?How does ControlBoard® let us choose the filters each screen offers?