If you have employees or partners you'd like to add to the system, you can do so in Admin > Users.
When you are on a trial, we encourage you to add all your techs since they are all free during the trial.
On the right side, click Add User.
You'll see fields for Full name, Email, Password, a Picture if you'd like, and a Bio.
Below these fields, you'll find check boxes for permissions. There is an option for Global Admin, Security Groups, and Time Clock Manager.
By default we offer 2 Security Groups: Admins, and Technicians. You can review and edit the permissions involved with these groups in Admin > Security Groups. You can also add more security groups as needed.
After you've specific the permissions, click Create User.
That's it! Your user can now log in and will have the permissions you specified.
Please Note: Each additional User will be billed separately. If you have our MSP monthly plan, that amounts to $129 per month for each user and you will be billed immediately.
- If you have subscribed to our annual subscription and you add a user, you will be charged immediately and prorated based on when the annual account renews. So if you are 6 months into you year, the new user would only cost half of the annual subscription.
- At this time, you can only have one type of subscription. Your account will either be on our monthly plan or the annual plan. There isn't a way to have some users on annual and some on monthly.
Next, consider setting up notifications for your users.