Accessing User Management #
Inviting New Users #
User Roles #
- Admin: Full system access – All features, all settings
- Manager: Operational management – Jobs, customers, invoicing, reports
- Technician: Field service work – Assigned jobs, customer info, notes
- Office Staff: Administrative support – Scheduling, invoicing, customer service
Editing User Information #
Deactivating Users #
Deactivated users cannot log in but data is preserved. Users can be reactivated later.
Role and Permission Management #
Creating Custom Roles #
