Updating job titles, contact information, and spending approvals in the app is the fastest way to ensure your team members have the proper permissions for service requests.
Navigate to the Profile Page
Under the People tab, you'll see any users associated with your location(s).
Click on the User You Need to Update
You'll be brought to their profile page, where you'll be able to see their listed contact information, associated locations, roles, and spending permissions.
Click the Pencil in the Upper Right Corner
From here, you'll be able to edit any information listed.
Updating Roles
If someone has been promoted, you update their role by clicking on the Roles icon and selecting the appropriate new role from the checklist.
Click Select to save.
Updating Spending Permissions
Click the Spending Limit icon to edit the person's spending limits. Click Select to save.
Note: a spending limit of $500 or more is required for a user to have the authority to approve dispatch.
Save Your Changes
Once you've completed the updates, click Save to set the changes live.