How to Add a User

How to add more users based on your avaliable seats for Admins or Providers

Adding a New User

1. Access Users Menu:

   • Go to the Users section in the menu.

   • Choose between Admin Users or Provider Users at the top right.

2. Check Available Seats:

   • Review the number of provider user seats available.

   • If seats are available, click Add New User.

3. Enter Basic Information:

   • Fill in email, provider, phone number, hire date, and password.

   • Follow prompts to create a secure password.

4. Assign Role and IDs:

   • Select the user role (e.g., Cleaner).

   • Enter payroll ID if applicable.

   • For unused rates or commission, enter 0.

5. Set Work and Training Details:

   • Specify training status and pay type (hourly or other).

   • Set the start location (from first job to last job).

6. Save the User:

   • Click Save and confirm the new user has been added.

   • Updated user list will reflect the addition, e.g., four providers now listed.