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.

To edit your employee's permissions, click on the user icon in the top right corner of your dashboard to go to your Account Settings

Click 'Employees'.

You will be taken to your Employee List. You will need to either add a new employee and set their permissions OR select the employee you would like to set permissions for and click edit.


Employees can be entered as 'Admin/Owner' or 'Field Tech' or 'Office Staff.' 

For a full breakdown of the Admin/Owner permissions, click here.
For a full breakdown of the Field Tech permissions, click here.
For the breakdown of the Office Staff permissions, click here.

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

Check out these tips on attracting great employees to your company.

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