When adding a new employee or editing an existing employee, you can adjust the employee permissions to set what access they have in the system.

Start by clicking the gear icon in the upper right hand corner. This will take you to your Settings page.

Click on the "Employees" widget.

You will then be taken to your Employee List. Select the employee you would like to set permissions for and you will then be directed into their information. You can edit your employee permissions from this page by toggling their permissions ON or OFF.


An Admin/Owner will have access to every Permission the Office Staff and Field Techs have, as well as access to the desktop login.

An employee who is part of Office Staff but not an Admin/Owner will have different permissions: 

Your Field Techs will have an extensive Permissions list.

After making any changes, don't forget to save your changes!! 

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