Add users

Summary of Essential Steps

• Step 1: Why add users?
• Step 2: Who else needs to be a user?
• Step 3: Create a new user

Why add users?

• Security - There is no limit to the number of users you can add to the software. We recommend giving each employee their own username instead of using shared logins.
• Task Management - If you plan to use the Schedule module to manage resources effectively, an employee must be a user to be assigned to a project.
• Efficiency - For simple jobs and service calls, users can create invoices and take payments instantly in person.

Who else needs to be a user?

It is very important to stay mindful of who has access to your account.

• Users can access all areas of the software. Is any information you do not want certain employees to have access to?
• Could you lighten your administrative duties by giving other users the access to take those tasks for you?
• Assigning projects makes it easier for you to plan jobs and schedule work.
• Does adding the employee as a user add value for you and the employee?

Create a new user

1. If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
2. Click on Settings.
3. Click on Users.
4. If you are in the mobile app or in a web browser on a mobile device, click Actions in the upper right corner.
5. Click the Create User.
6. Enter the user's email address.
7. Enter the user's first name.
8. Enter the user's last name.
9. Enter the user's 10-digit telephone number.
10. Be sure the toggle is set to Active.
11. Click Create.
12. Repeat this process until all users have been added.

The new user(s) will receive an email from Project 2 Payment with a link to set a password. Their username is their email address.