Configuration and Settings

Note! Before logging into the Service Mobile for the first time, users MUST complete the following steps:

Adding Administrator, Employees and Users

Once you have successfully registered your licence, it is recommended that you create and configure the users of Mamut ServiceSuite before tackling any other settings.

How to add an Administrator

Click on the Settings drop-down bar - Settings - Users.
The Users window will be displayed and will contain an entry for the Administrative User (Administrator).
To set the password for the Administrator, click the Edit User button at the top of the Users window. The Edit User window will be displayed.

The Username is required when starting the software and when logging into Mamut ServiceSuite on the Internet.

It is recommended that the main user remains as Admin. The Name field is used purely to describe the type of user, or to provide the user’s name, for information purposes only.
Enter the desired password in the Password 1# field, and then re-enter it into the Password 2# field in order to confirm the Administrator's password.
Fill in the other information fields, with your contact details and language preferences as required.
Below the Edit User section, is the user Rights section where the access permissions for the various modules and tasks can be administered.
For the Administrator, all of the boxes should be checked to allow full control of the system. Please ensure all boxes are checked by clicking on each tab; Items, Customers, Purchase orders, e-Commerce, Settings and Internet.
Once complete, click OK.

The Administrator has now been added to the system.

How to add employees

Before creating additional users it is recommended that employees are created within the system.

To create employees click the Settings drop-down bar - Settings - Employees.
At the top of the Employees window click the Add Employee button. The Add new employee window will be displayed.
Enter the details for the employee in the appropriate fields within the General tab. Ensure that you also include the working hours and other necessary information concerning the employee under the additional tabs; Workweek, Time registration, Notes and Userdefined fields.
When there is a grey button to the right of a field you need to click the button to add the standard information regarding Departments, Titles and Fields etc. Once you have added this information it will then be available via the drop-down button. The grey button opens the Edit options window where you are able to Add, Edit or Delete the standard information.
You can customise the employee information using the userdefined fields. These can be accessed under the Userdefined fields tab.
To assist in easy recognition of employees, a colour can be assigned to each employee by clicking on the Change colour link on the right hand side of the Workweek tab.
Once all the information has been entered click OK.
Repeat this process for each employee you would like to add to the system.

The employee has now been successfully created.

How to add users and setup online access

Once employees have been added to the system, each employee, as required, can be created as a user of the system. Logging into the mobile solution requires that the user is set up correctly in Mamut ServiceSuite.

To create additional users click on the Settings drop-down bar - Settings - Users. The Users window will be displayed.
Click the New User Button at the top of the screen. The Add new user window will then be displayed.
Enter the desired information in the User field. This is the username that is required when starting the software and when logging into Mamut ServiceSuite on the Internet.
The Name field is used purely to describe the type of user, or to enter the user’s name, for information purposes only.
Enter the desired password in the Password 1# field, and then re-enter it into the Password 2# field to confirm the user’s password.
Fill in the other information fields (Contact details and language preferences) as required. The user can be linked to an employee by clicking the Employee drop-down menu and selecting the employee from the list. This list will display all the employees you have created in the system and the colour code for each employee.
Below the Add new user section is the Rights section, where the access permissions for the various modules and tasks can be administered. Configure access rights by checking the boxes as required. Please ensure all rights are configured by clicking on each tab, Items, Customers, Purchase orders, e-Commerce, Settings and Internet.
To allow the user access to the Internet, select the Internet tab within the Rights section and tick the option Can login to ServiceSuite on the Internet.

Tip! If you wish to show cost prices for each product on the mobile and booking solution you can set this within the same Internet tab that you define the login rights. Simply tick the option for Can view costprices on products under the Display of products header.
Here you will also find the Activation key and the Internet address required for the first time login from the users mobile phone.
Once complete, click OK.
Repeat this process for each required user of Mamut ServiceSuite.

The Users window will now display the name of the new user below the Administrator.

Once employees and users have been added, and the users' passwords have been set, please follow the instructions in the section Setting-up the Mobile Service to enable the Mobile Service.

Other settings

How to Maintain the Database

Mamut recommends that you take regular backups of your database.

Go to the Settings drop-down bar – Settings – System – Database maint. and select the link Backup the database under the Backup database heading.
A new window will now be visible. Click the grey button to the right of the window to browse to the file, or enter the filename directly into the space provided. (The backup has to be saved on the system drive standard c:).
Once complete, click OK.

Your backup has now been saved.

How to edit the settings for booking/sales orders/purchase orders

Here you are able to edit the numbers.

Go to the Settings drop-down bar - Settings - Booking/Sales orders/Purchase orders.
Click Edit number series at the top of the screen or alternatively the Edit button to the right of numbers.
Within the numbers window you are able to define the First no, Last no and the Next no.
Click OK once you have defined these numbers.

The numbers have now been edited.