How to add and remove users

You will need to be an Admin on your account to add users. There will be an Admin tab at the bottom left of the screen. To add a user, click on ADD NEW USER in the top right and a box will appear to add the user.

If you add an Admin, Manager, or User they will automatically be assigned to all customer locations. If you are adding Field Tech, you will need to make sure you assign them to the locations that they are available to work at. Field Techs only have permissions to check in and out on work orders and add notes. As an Admin, you can EDIT roles, change passwords, and DISABLE user accounts. Please reach out to if you are not an Admin on your account and feel that you should be.