For a PDF version of this guide click here:
Log in as an Admin
Ensure you are logged into your admin account.Navigate to the User Management Page
Go to Your Roles > Sales Company > Company Users.
Add a New User
Click the + New User button located at the top right corner of the page.
Fill in User Information
Complete the following required fields:First Name
Last Name
Email Address (Required)
Note: An email is required to complete onboarding.Phone Number
If no phone number is available, use a placeholder such as 000-000-0000.
Important: An invalid phone number will prevent the user from receiving SMS notifications for appointments and milestones.
Assign Office and Roles
Select the office location for the user.
Check the appropriate roles for this user.
Time zone will default to the selected office location.
Password and Welcome Email
Leave the Password field blank.
Check the Send Welcome Email box if you want the user to receive an onboarding email.
Create the User
Click Create User to finish. Repeat these steps for additional users.
If you receive "The email has already been taken." Error
This error may occur for one of the following reasons:
The email address is already associated with a user in another company within the system.
The email was previously used in Enerflo but the associated user was deleted.
To resolve this, verify whether the email is in use under a different account or previously deleted. Contact support for assistance with restoring or reassigning the email. Support is unable to reassign an active user's email if they are in a different org. In this case, consider using an alternate email or modifying the user's email (for example if user@org.com is taken, try user+epc@org.com).