Add employees to LMN and choose the access they need for their role.
Before you start
You must have Security Admin permission to add users or change user security permissions.
Check that your subscription has an available seat for the user type you want to add. Go to Settings > Account > Subscription to review your available seats. For more information, see Your LMN Subscription and the Adding Additional User Seats section.
Have the employee’s first name, last name, email address, phone number, and preferred username ready.
Add a user
Log in to LMN
Go to Settings > Users & Staff > Manage Users & Staff
Click + Add New User
In the User Setup tab, select the appropriate User Type:
Office Staff / Crew Lead: For office employees, administrators, estimators, operations managers, and crew leads who need access to LMN web features or advanced Crew app functions.
Crew Member: For field employees who need limited access through the LMN Crew app and do not track time or resources for other crew members.
Configure the user’s Crew app access, if available for the selected user type.
For an Office Staff / Crew Lead, choose the level of access they need to the Crew app and job history.
For a Crew Member, enable or disable Crew app login and choose whether they can view all job history, only the jobs they worked on, or no job history.
Scroll down to enter in the user’s:
First name
Last name
Email address
Phone number
Username
Open the Permissions tab and select the access the user needs for their role.
💡Don’t give everyone full access. Review the permission options in Managing Users & Staff: A Guide before assigning access to budgeting, estimating, CRM, scheduling, timesheet approval, accounting, invoicing, staff management, or reports.
Optional: If needed, open the Time Tracking & Payroll tab to add an employee ID, payroll warnings, salary settings, or other payroll options.
Optional: If needed, add the user to a Staff Group.
Click Save.
After you save
LMN sends the new user an invitation email with a link to set up access. The latest invitation link is valid for 12 hours. If the link expires, request a new link.
For password and login help, see LMN Account Settings.
Choose the right user type
Office Staff / Crew Lead
Choose Office Staff / Crew Lead for users who need to work in the LMN web application, such as administrators, estimators, and operations managers. This user type can also support field operations as a crew lead, depending on the permissions you select.
Review the Permissions tab carefully. Security Admin and Accounting access should be limited to employees who need those permissions.
Crew Member
Choose Crew Member for field employees who need limited Crew app access. Crew members can view schedule and job information based on their permissions, but they cannot punch in or out, record resource usage, track other employees, upload photos, or edit and submit timesheets.
Important notes
Enter a valid email address for the user.
The username must be unique across LMN. If the username is already in use, enter a different username.
Adding a user consumes a seat that matches the selected user type.
Removing or deactivating a user in Manage Users & Staff does not automatically remove the paid seat from your subscription. Remove the seat separately from the Subscription page if you no longer need it.
If a user has historic timesheets, assigned budgets, or estimates, make the user inactive instead of deleting the profile so the information remains available for tracking and reporting.
Changing an existing Office Staff / Crew Lead user to Crew Member removes their LMN web or desktop access. They will only have Crew app access based on their Crew App Permissions.
If you cannot add a user | Troubleshooting
If you do not see Users & Staff or Manage Users & Staff, contact your company’s Security Admin. You may not have the required permission.
If LMN says you need to purchase more users even though seats appear to be available, confirm that you selected the correct User Type. Office Staff / Crew Lead
and Crew Member seats are managed separately.
Need more help? Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864
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