Account
Earnings
Job Settings
General Settings
Invoice Settings
Payments and Taxes
Automatic Reminder
General
Invoices
Dashboard
Job Scheduling
Team
How to add team members to the software?
What is the role type?
What is the color code for Team members, and what is its use?
How can I change my team member’s password?
How to delete team members?
How to inactive team members for a specific time?
How to configure fields while adding a new team member?
How can I find the active team member count?
What are the filters available to filter our team members?
How can I get the maximum number of users in a single plan?
How do my team members sign in?
When you collect GPS location of my field technicians on the jobs?
How can I send temporary login details again to my team members?
Forms
Products and Services
Clients
Subscriptions Plans
General Queries
How to add team members to the software?
- To add a new team member, go to “Teams” and click on “Add New Member” on the top right side of your screen
- Add their personal details like name, email ID, and phone number
- Also, choose the color by which you can identify the team members
- Assign role to the new member. Whether they are field technicians or an administrator