Steps involved in adding a user:
First, click on the gear or settings icon in the bottom left corner just above your name and profile picture.
Once in settings, navigate to the team tab location in the tab bar that is located right under the word ‘ Settings'. In the top right corner of this page is an orange box with white text labeled 'Invite User'. Click this.
In the form that appears, enter the user's first and last name in the designated fields. Next, choose the invite method which is by either phone or email. This is purely based on personal preference.
After, select what the user's role will be. There are several different options.
Admin’s have full access to all settings.
Facility Managers have full access to buildings they are invited to. They do not have the ability to add or delete users, but they typically have access to multiple buildings.
Store Managers have full access or view only access to buildings they are invited to. They also do not have the ability to add or delete users.
Once one of these roles is selected, there can be more permissions given as well as different titles, simply select what is desired. For example a store manager could have the title Building Manager with additional roles that extend outside those of a typical store manager.
As mentioned before, this view only access option below is used if you do not want the user to be able to edit settings or work orders.
At this point, there is an opportunity to assign buildings. Select one of them, some of them, or all of them using the select all button.
Once all of these steps are completed, click the send invite button in the bottom right of this box.