1. From the left side menu select “Settings”.

2. Once it opens up, select “Users” from the top menu.

3. You will see a list of all users already added. To add a new user, select “Register New User”.

4. Fill in the information required and then select “Register” at the top right of the screen. Under “user Role” select what kind of user you want this to be. It can be assigned to a technician (so they could only see their jobs assigned), it can also be assigned as a “CompanyAdmin”, meaning that this user will have all access to settings, or you can set it up as “Company” for someone in the office (without access to Finance section).

How to Assign different permissions to your users

1. Go to your Settings and select “Users”. Click on the user you want to edit.

2. After the user opens up, select “Type” and you’ll be able to see what kind of permissions they have already assigned.

3. It can be assigned to a technician (so they could only see their jobs assigned), it can also be assigned as a “CompanyAdmin”, meaning that this user will have all access to settings, or you can set it up as “Company” for someone in the office (without access to Finance section).

4. Don’t forget to click “Save” when you’re finished making changes.

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