How to add a new user

How to add a new user

Only available for the web version.
Select the 3 bars top right then Users.

Different user types

Primary user - this will be the person who set up the account. Has full access.
Field user - Chargeable - Will have their own calendar only be able to make their own appointments. Will be able to see theirs and other users appointments if selected. Great if you have 2 trucks.
Office - Free - Has the same access as a primary user. Can make appointments and invoice for any user which will then sync with all devices.
Bookkeeper - Free - Only has access to Sales and Purchase reports.

Add an new user

Press the + and enter as much detail as possible. New user will get an email asking for them to set up a password. 

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