Adding Employees

Creating a New User

1. Go to Settings → Users
2. Click Add User
3. Enter their first name, last name, email, and a password
4. Choose a role (Owner, Manager, or Employee)
5. Click Create User

Setting Permissions

After creating a user, click the shield icon next to their name to customize what they can see and do. You can use a preset (Manager, Office Admin, Field Employee) or customize every checkbox individually.

Quick Presets

• Manager — Crew, jobs, fleet, inventory, reports. No billing or settings.
• Office Admin — Everything except billing and modules.
• Field Employee — Own time, assigned jobs, clock in/out only.