Signup & Setup

Introduction

This article shows you how to increase the number of user licenses on your account.

Every user on the Skedule system needs a license. There are 3 types of users. Permissions and roles can be changed for the Admin and Member users on the settings panel. Permissions and roles cannot be changed for Technician users.

Admin user

• access all features including adding, editing, deleting new jobs, estimates, sales, payments, credit notes, notes, and site visits
• access reporting and dashboard information

Member user

• limited access to site data
• add new jobs, notes, site visits
• no access to reporting and dashboard

Technician user

• uses a separate mobile view called Technician App
• can access assigned jobs
• can add estimates, make sales, record payments, add notes, pictures, videos, record site visits
• cannot edit or delete sales, payments, notes, or media

1 Adding extra licenses

1. On the Skeduler site, scroll up to the top menu bar and then click Settings. A drop-down menu displays.
2. Select Subscription. A new page displays.
3. On the left side of the page, the Subscription Details box displays.
4. Click ADD EXTRA LICENSE. The ADD box displays.
5. Enter the required number of new licenses.
6. Click ADD. A confirmation popup box displays with the new number of licenses and extra fee, if required.
7. Click YES CONFiRM! The Subscription Details box displays with the new number available licenses and monthly subscription fee.