There are two kinds of users you can create in your OnCall Air account:
Admin User: An admin has access to both the office and the proposal app. The proposal app is where you can build a proposal. The office is where you can configure the system and settings (equipment, pricing...etc).
Consultant User: A consultant ONLY has access to the proposal app, meaning they can only build and present a proposal. They do not have access to the office.
How to Add Users
***Only Admin can add new users***
Go to the Office:
2. Click on Users on the left sidebar:
3. Click on Create User in the top right corner:
4. Fill in the required information:
First Name
Last Name
Phone Number
Email Address** (It is important each user has a different email address)
5. Select their role, make sure "Send Invitation" is checked, then click Save:
Once you click save, the user will receive an email with their temporary password. If the user does not receive an email right away please have them check their SPAM/JUNK folder. This email will come from "notice@oncallair.com".