To navigate to the Settings page, navigate to your User Name in the top right hand corner of the screen, then select the drop down arrow next to your User Name, select Settings from the drop down menu.
Once you’ve opened the Settings page, select Users from the options on the left.
Click the CREATE NEW USER button on the top right of the screen.
Now enter in all the relevant data for the current User.
First Name – First Name of the User.
Last Name – Last Name of the User.
Phone Number – Best Contact Number for the User.
Email – Email Address for the User. Once you have finished creating the New User a confirmation email will be sent to this email address.
Position – This is the Position or Title of the User you, Eg: Estimating Manager, Sales, Administration.
Department – Assign which Department this User belongs to. You may only assign 1 (one) Department to a User.
Role – Assign the level of access you want the User to have (refer to "Understanding Roles" to learn more).
Companies – Assign which Companies the User is associated with. You can assign a User to multiple Companies.
Pro Tip
When searching for Projects, if a User has not been assigned to a Company, then any Projects assigned to those Companies will not appear for that User in their searches.
A completed User may look similar to this:
