Back to How to Videos

Inviting Users to your System

👥 User Invitation and Management

🎯 Objective

This SOP outlines how to invite and manage users in the system, ensuring they have the correct access level and are properly configured for system-wide functionality.

🛠️ Step 1: Access User Management

• Log in as an admin
• Navigate to Settings > Manage Users

➕ Step 2: Add a New User

• Enter the user’s name
• Choose their Access Level:
  • Desktop
  • Admin
  • Full

🔐 Step 3: Set Password & Send Welcome Email

• Choose to auto-generate or manually set a password
• Send the welcome email to the user or yourself

💾 Step 4: Save User Details

• Click Save to complete setup
• Confirm the user appears in the list (e.g., “Joe Smith”)

🚫 Step 5: Manage User Status

• Mark users as Inert to disable access
• Options available:
  • Reset password
  • Resend welcome email

⚙️ Step 6: Configure Preferences

• Set user visibility for:
  • Scheduler
  • Timesheets
• Assign:
  • Job title
  • Billing category

💸 Step 7: Set Additional Info

• Enter hourly cost for budgeting and forecasting
• Assign a default warehouse if applicable

📧 Step 8: Notification Preferences

• Choose whether the user receives email notifications for assigned tasks