To view your technicians on the User Accounts page, you will need to have the Contractor Admin role assigned to you. You can then navigate to Settings > User Accounts (under the General Settings section).

You can see details about each user, including their access roles and permissions.

There are several roles and permissions you may be able to assign to users:

This is the person who will be managing the entire 3C Connect account. There can only be one owner.

This role grants the following permissions:

For managers in charge of other users, money and other organizational details of the business.

This role grants the following permissions:

For office staff answering the phone, dispatchers and other users that assign appointments.

This role grants the following permissions:

For office staff and technicians that need to view their own schedules and appointments.

This role grants the following permissions:

For people like dispatchers who should be able to keep tabs on technician locations through the Mobile App.

This role grants the following permissions:

For sales teams and personnel managers and those interested in tracking progress and incentives.

This role grants the following permissions:

For technicians and teams interested in tracking their progress toward personal and company goals.

This role grants the following permissions:

For office staff who communicate about agreement scheduling with the customer.

This role grants the following permissions:

For your warehouse staff and those in charge of inventory.

This role grants the following permissions:

Note that some features may not be available for every account. The following features may be requested by contacting our team:

For your office staff who is allowed to export Excel files.

This role grants the following permissions:

For your office staff who can manage appointments coming in from online customers.

This role grants the following permissions:

To edit a user's information, including their avatar or photo, click on a user's name in your list. Then, click edit in the action bar at the bottom right of your screen.

When you click in the Roles box, you will see a list of available roles that have not already been given to the user.

For a unique identifier without using a photo, you can set an avatar that's unique to each user. Click Change Avatar to choose a new color and character.

Then select from the available options.

To use a photo as a user identifier, simply upload one and make sure the option to use a photo in place of an avatar is selected.

To hide or show this user's location on the map to all other users, toggle the option to display on the map.

To delete the user, click on the "Delete" button in the action bar at the bottom of the screen.

If you have user accounts available for use in the "Available Accounts" total, you will be able to add a user by clicking the button at the bottom right in the action bar.

If you do not have enough remaining accounts, you will need to purchase new monthly active users. In the settings, click on "Billing" and increase the amount of users you want for your account.
You will pay a proration for this account until you reach your billing date.

Only the contractor owner can do this action.

To view deleted users, click on the settings cog at the top right of the list of users and click "Show Deleted Technicians".

To hide them, click the same cog and choose the option to "Hide Deleted Techincians".

To restore a deleted user, click on their name in the user list to view their profile. Then, click on the "Restore" button in the action bar at the bottom of the screen.
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