After you have created the primary administrator account on D-Tools Cloud and have gotten comfortable with using it, you may want to invite other coworkers as "Office users" to D-Tools Cloud.
Office users are coworkers who help you manage your company's opportunities, projects, product catalog, labor, accounting, and other operations on the Cloud.
Inviting Office users is easy; you only need their email addresses. Once they accept the invitation, they can create their account, add their name and professional details to their Cloud account.
On Cloud, you can create two types of users: Office users and Field users.
Office users
These are coworkers who help you manage your company's opportunities, projects, product catalog, labor, accounting, and other operations on Cloud. Office users should be assigned to a User Group with specific permissions to Cloud features.
Field users
These are members of your installation and service fulfillment team working in the field. Field users can sign into their Cloud account from their mobile browser. Once signed in, they are able to receive their project tasks and calls and track the time spent on them.
Learn more about Field users.
If a coworker is performing tasks of both the Office user and Field user, you’ll need to have separate user accounts; one as an Office user and another as the Field user. So, you need to send separate invites to them on two different email addresses.
To invite one or more Office users:
1/ Go to "Account > Users & Permissions" under Settings.
2/ Click "Invite office users" at the top of the Office Users table. This will open a modal to invite Office users.
3/ Type their emails, select their user group in your organization, and click "Send invite."
You will see a toast message that confirms the invitation was sent.
The users will receive an email with a "Join the Team" link. Clicking the "Join the Team link will open the sign-up page, and they can create their user account under your subscription.
If you want to resend the invitation to a user, check out this article.