User Management

This article covers:

• Viewing all users and their roles in Settings > My Company
• Adding a new user with name, email, and role
• Available roles: global admin, director, supervisor
• Assigning users to one or multiple organisations (franchisees)
• Editing an existing user's role or contact details
• Understanding Bill Approvers and Config tabs

Step-by-step guide

1. Navigate to Settings > My Company Click Settings in the left-hand menu, then click My Company.
2. Scroll to the Users section The Users section lists all current team members with their role, email, phone, and assigned organisation.
3. Add a new user Click the Add button on the right of the Users header. Enter the user's name and email address, then select their role from the dropdown.
4. Assign to an organisation If you run multiple franchisees or companies, assign the user to the relevant organisation(s) so they only see the jobs they should.
5. Set up Bill Approvers Click the Bill Approvers tab to designate which users can approve supplier bills that exceed a purchase order value.
6. Review Roles tab Click the Roles tab to see all roles defined in your account and what permissions each role carries.

Important: Only Global Admin users can add, edit, or remove other users.