To create a new Team Member, Select 'Settings' > 'Manage Team' > New Team Member, enter the team members information and then click save. You can make amendments with the edit option.
Profile:
Profile details: This is where you can enter basic details about a team member, you will need to enter a Forename, Surname & Email Address as a bare minimum.
Team Member Sync Settings - You can set the number of days of how far in advance a Team Member will receive scheduled jobs to their calendar on the Klipboard app. A useful benefit here is that by managing the sync you have the option to reassign future Jobs beyond the sync period to other Team Members.
Access Settings:
Allow Web Dashboard Access - by switching this on the Team Member will be able to access the Klipboard Web Dashboard.
Allow Mobile App Access - by switching this on the Team Member will be able to access the the Klipboard app.
Allow Team Member to Create / Schedule Jobs on Mobile App - This will allow a Team Member to be able to create Jobs on the Klipboard App.
Allow Team Member To Create & View Quotes on Mobile App - This will allow a Team Member to be able to create Jobs on the Klipboard App.
Allow Team Member create Clients on Mobile App - This will allow a Team Member to be able to create clients on the Klipboard App.
Allow Team Member to view Clients on Mobile App - This will allow a Team Member to view clients on the Klipboard App.
Display Inventory Products & Services Cost & Sell Prices On Mobile App - This will allow a Team Member to view inventory products, services costs & sell prices on the Klipboard app.
Allow Team Member To View Other Team Member(s) Schedule - This will allow a Team Member to view other Team Members schedules
Team Member Jobs Settings - Enabling this setting will automatically 'complete' Jobs uploaded from a Team Member's Klipboard app device. This means uploaded Jobs will move straight into the Completed Grid. This removes the need for an Admin Team Member to mark the particular Jobs as 'complete' in the Pending Jobs grid.
Email Notifications
There are several available email notifications for you to choose from.