Introduction This article shows you how to view and change the permissions assigned to a user role. Permission means a user role has access to a specific page of information. With page access, the user can read, edit, or delete information and change settings. There are 53 pages on the Skeduler platform. Under the default […]
Introduction This article shows you how to add a new Technician user to your Skeduler platform. Technician users have full access to account information. A Technician: uses a separate mobile view called Technician App has access to assigned jobs can add estimates, make sales, and record payments can add notes, pictures, and videos can record […]
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 On the Skeduler site, scroll up to the top […]
Introduction This article shows you how to add a new Admin user to your Skeduler account. Admin users have full access to account information. An Admin user can: access all features including adding, editing, and deleting new jobs, estimates, sales, payments, credit notes, notes, and site visits access reporting and dashboard information 1 Adding an […]
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