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

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

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

Add New User information and click 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.

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

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

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.

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.

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!