Users & Permissions

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 Admin 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 Admin.
5. At the bottom of the page, select ADMIN.
6. Click Save to finish.

2 Verifying a new user

You can quickly check to see if a new Admin 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.