This video is primarily aimed at admins in their attempt to add a user to their organization, including invitation details. It also explains how to fill in a new users personal details, assign roles, and change permissions.
Video Transcript
Steps involved in adding a user:
Click on the settings icon in the bottom left corner.
Now, click on the team tab location in the tab bar that is located right under the word ‘ Settings'.
Next, click the button labeled 'Invite User'. 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, including changing and commenting on work orders, editing profiles and members, and uploading invoices.
Dispatchers have similar permissions, though they can not add or delete users. This role is meant for people who will be scheduling and directing operations.
Technicians have the ability to see their work orders, but can not edit them. They can add comments, completion notes, and status changes for their orders only.
Once a role is selected you are done and can send an invite.
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