Users & Permissions

Introduction

This article shows you how to add a new Member user to your Skeduler account. Member users have limited access to account information. A Member user:

• can add new jobs, notes, and site visits
• can’t access reporting or the dashboard

1 Adding a Member user

1. On the Skeduler site, scroll up to the top menu bar and click Settings. A drop-down menu displays.
2. Select Users. A new page displays.
3. In the top right corner of the page, click the blue +USER button. The New User page displays.
4. Enter profile information for the new Member.
5. At the bottom of the page, select MEMBER.
6. Click Save to finish.

2 Verifying a new user

You can quickly check to see if a new Member user was created.

1. On the Skeduler site, scroll up to the top menu bar and click Settings. A drop-down menu displays.
2. Select Users. A new page displays.
3. Check the profile name and user role.