Add your office staff

Give each person in the office their own login and choose what they can change.

For admins

  1. Open Settings (⚙ in the System menu) and choose Users.
  2. Open the 🔑 Web Page tab.
  3. Under Add Login, type their Full Name, a Username and a starting Password (at least 6 characters).
  4. Pick their Role: User (read-only), Scheduler (can move/edit shifts) or Admin (full access).
  5. Press Add Login, then give them their username and password.

Only admins see the Web Page tab.

Common questions

What can each role do?

User (read-only) can look but not change anything. Scheduler can book, move and edit jobs. Admin can do everything, including Settings, payroll and billing.

Someone forgot their password. How do I reset it?

Go to Settings → Users → Web Page, edit their login and type a new password.

What is the PDF PIN?

An extra PIN needed to download invoice PDFs. Set it for each person who should be able to, under Edit Account.

Next: Add your trucks