User Management

Set and customize user roles and workflows through site management.

Users: Add, Edit, Manage
All accounts allow for unlimited users, and users are easy to add when you’re ready. In order to add or manage users in your account, you must be an Admin l...
Wed, 18 May, 2022 at 9:18 AM
What is my permission level?
How to Check Your Permission Level 1. Go to Your Account at the top right side of the page and click on Account Details. 2. On the Account ...
Thu, 31 Dec, 2020 at 6:48 PM
Customizing User Roles & Permissions
In addition to our standard roles & permissions, we also offer fine-grained control over user permissions, available at certain plan levels. You can cus...
Fri, 17 Sep, 2021 at 1:31 PM
Workflow - Custom Job Roles
At select Plan Levels that have the Roles & Permissions feature, you can assign Custom Job Roles labels when adding users to jobs you create or edit. Th...
Wed, 14 Nov, 2018 at 4:14 PM
Assigning User to All Jobs at a Site
You can assign a manager permissions to view all jobs for a specific site. To do so, access My Account > Account Details > Company & Users > Ma...
Thu, 22 Oct, 2020 at 5:08 PM