Add a Team Member

Quick guide to adding a Site Team Member to give them access to view service requests and jobs at specific sites.

5 min read System Administrators

View-Only Access: Site Team Members have view-only access. They can see service requests and contractor jobs at their assigned sites but cannot create or modify records.

1. Creating a New User

To add a new Site Team Member:

Select Users from the main menu
Hover over Create New Users
Select Add Site Team Member

Creating a new user - Select Users, hover Create New Users, select Add Site Team Member — Navigate to Users menu and select Add Site Team Member from the dropdown

2. Adding User Info

Complete the user information form with the following details:

Username - Add a username for the user
Password - Leave blank for auto generation or apply one for the user
Job Title - Add job title (Optional)
First Name - Add the user's first name
Last Name - Add the user's last name
Phone Number - Add phone number (Optional)
User Email - This email address will receive the Welcome Email and login details
Photo - Upload a photo of the user (Optional)
Address - Add user address (Optional)
Birthday - Add birthday (Optional)
User Start Date - Select the user's start date
Payrate - Add payrate if using Rosters
Settings Tab - Go to the top and select the Settings tab

User information form with numbered fields — Complete the user information form - numbered fields correspond to the steps above

3. Selecting Settings

Configure the user's access settings:

Divisions - Select the division(s) the user should have access to
Customer - Select the customer account
Sites - Select the specific sites the user can view
Continue - Click Continue to complete the setup

Settings tab showing Divisions, Customer, and Sites selection — Select the division, customer, and sites for the team member's access

Tip: After clicking Continue, the new team member will receive a welcome email with their login details at the email address you provided.