How to add a new user

How to add a new user

Only available for the web version.
Press the three lines top right then select Users.

Different user types

  1. Primary user - this will be the person who set up the account. Has full access
  2. Field user - Chargeable - Will have their own calendar only be able to make their own appointments. Will be able to see theirs and other users appointments if selected. Great if you have 2 trucks.
  3. Office - Free - Has the same access as a primary user. Can make appointment for any user which will then sync with all devices.
  4. Bookkeeper - Free - Only has access to Sales and Purchase reports.

Add an new user

Press the + and enter as much detail as possible. New user will get an email asking for them to set up a password. Once this has been done they will have their own calendar.

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