Setting Employee Permissions

Edit your employee's permissions based on their role in the company in just a few easy steps!

Jil O. avatar
Written by Jil O.
Updated over a week ago

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 setting gear icon in the top right corner of your dashboard to go to your Account Settings

Click 'Employees & permissions'.

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.' 

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

Did this answer your question?