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Add & Remove Users

Add new users to your shop and delete users to remove their login

Ashley Bennett avatar
Written by Ashley Bennett
Updated over 2 months ago

Add Users to Your Shop

Select the Settings icon in the bottom left corner of your screen.

Settings icon

Select Users under the Account section on the left-hand side.

users settings page

Select + Add New User to open up the New User menu.

add a new user to your shop

New User Menu

Add New User information and click Next.

fill out new user information and select next

Select User Role to change Permissions for this user and click Next.

No changes to permissions are available on the user level. Changes must be made in User Roles. Check out our help article User Roles & Permissions to learn more.

Add User Rates & Commission info and click Create. Check out our article User Rates & Commissions to learn more.

User rates and commissions menu

To edit User information, permissions, or rates & commissions, click on the user’s name in the list.

Edit user information by selecting the user

Select the dropdown to change the user role assigned to an existing user.

Edit user role


Delete Users

Please Note: The ability to delete a user is only allowed by the account administrator.

Delete a user so that they no longer have access to log in to your shop.

Select the … ellipsis on the user you’d like to remove from your shop. Select Delete.

delete user in your shop

The login access for the deleted user is revoked, but they will remain associated with any past estimates, timesheets, etc. Select the Deleted tab to view or restore deleted users in your shop.

deleted tab on users page


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