How do I setup a new User?

  1. To create a new User/Employee, you will need to click on the Settings along the left hand side
  2. Then under the General section.
  3. Next click on "Employees".  
  4. Then Click on the big Blue Plus button in the upper right-hand corner.  

Finally, fill out all of the appropriate information. You can also set the employee's Hourly Rate.

 The technician is able to adjust some of this information on their own as well. 

Here is what all of the Permissions mean:

What Permissions do the different User Roles have?


If you require further assistance, please reach out to the Support Team using any of our channels - 


Phone: 800-566-6940

Chat with us!

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