Employees
Add/edit employee information snd configure employee permissions
By Lance and 2 others3 authors16 articles
- How do I deactivate or delete an employee so they no longer have access to the software?
- Salesperson Profile Differences
- How Do I Edit an Employee's Username and Password?
- Adding Employees
- How do I change my profile picture?
- How do I add employees to multiple offices?
- Can an employee be a technician and a salesperson?
- How do I edit my technician's license number?
- How can I give a technician access to the view/add page and the map?
- How do I enable my sales reps to see their customers' upcoming and past services?
- Add colors, color code technicians
- How do I edit the permissions or settings for an employee?
- How do I add a commission for a technician?
- How do I add / adjust a salesperson's commission?
- Qualified Technicians
- Fixing Missing Salesperson View Toggle for Users with Owner and Salesperson Access