It is very important to stay mindful of who has access to your account. All users can see and manage other user profiles in your account.
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. An employee must be a user to be assigned to a project for scheduling.
- Go to Settings in the left sidebar (desktop) or hamburger menu (mobile).
- Click the User tile.
- Click the Create User action in the upper right corner.
- Enter the user's email address, first name, last name, and 10-digit telephone number.
- Be sure the toggle is set to Active.
- Click Create.
The new user will automatically receive an email that provides a link to set a password. The username is their email address.
For security reasons, don't forget to remove any users who are no longer affiliated with your business as quickly as possible.