This article will show you how to set up the very basics of your account by populating your company information & setting up users.
- To access the Admin section Click on your name on the top right of the screen.
- Select Admin from the options.
Company Settings
- Click Company Settings.
Company Details as listed in this section are visible on site plans, flyers, and quotes.
- Click on any text box to add or edit details.
- Click the Pencil icon in to open your file manager & select your logo.
- Click Colour 1 to change the logo's background color.
- Click Colour 2 to change the branding strip on the flyer.
- Click Save to update.
The logo zoom & additional colors can be updated in Branding.
User Management
There is no limit on the number of users that can be added. Alternatively multiple users can all share the one login if necessary.
- Click User Management.
- Enter a name in the search to find a user.
- Click the toggle switch to deactivate a user.
The default is to only show active users.
- Click the 3 dots on the top right of the screen.
- Select + Add User.
- Fill in the users Name and Email.
- Select the Role (User / Manager).
- Click Add when complete.
The roles do not need to reflect company hierarchy. 'Users' will not have access to the admin section of the app.
- Click on a user name to edit the details.
- Click the green pencil to add a user profile image.
- Click the green toggle to deactivate the account.
- Edit the user name.
- Change the Role.
- Click Reset Password to email the user to change their password.
- Click Save when finished.