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Fill out user details and then click Save. This will send the new user an invite via email. Remind new users to check their spam folder if they can't find the invite!

User permissions

To give an invited user permission (or edit permissions for an existing user) click + Add a Team to add a new team, or edit the "Manager" and "Can Write" permissions for an existing team.

In this example, a user is being added to the sales team as a rep (non-manager) - they will be able to create and view their own jobs. To give more granular permission, use teams that limit the number of phases to a smaller set. Sales covers all phases from address to proposal.

Teams

Teams are a collection of functions (or phases) that a given team should have access to. The "Manager" and "Can Write" permissions are granted at the user level - teams specify the phases that can be accessed. 

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Admins can use the teams available out of the box, modify them, or create their own. 

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