Guide

Managing Your Users

The Users tab lets you control exactly who has access to your portal and what information they can see.

Adding a new user
Adding a new user

How to Add a New Team Member

  1. Click the red plus (+) symbol right next to the "Users" title at the top of your screen. A window titled "Add New Contact" will pop up.
  2. Fill out their basic details, including their Name, Phone Number, and Email Address.
  3. Choose their role by toggling the buttons at the bottom:
    • Billing: Choose this if they should handle invoices, pricing, and payments.
    • Property Manager: Choose this if they look after your physical locations and service visits.
    • Both: If they handle everything, feel free to turn on both options!
  4. Click Save.

As soon as you click save, your team member will receive a welcoming email with simple instructions to set up their password and log in for the first time.