Users

A User is someone you have granted access to your company's account. Usually, this includes your leadership team, sales managers, sales representatives, project leads, office managers, schedulers, accounting, and crew leaders.

Primary Users can check the Subscription & Billing page to see how many users are available under your subscription package and upgrade if needed.

Table of Contents

1. Add Users via Setup Wizard
2. Add/Edit Users via Company Profile
3. Passwords
4. Roles
5. Email Notifications
6. Inactive Users

Add Users Via Setup Wizard

Primary Users can manage user settings such as name, email, phone numbers, bio, photos, and permission settings for their team. Each user will also have access to manage their own personal information (sans permissions) in their User Profile. The Setup Wizard allows you to invite a few more company leaders to use the software during your trial. Then, visit the Company Profile when you're ready to invite the entire team. Primary Users can edit these settings at any time in the Company Profile.

1. Click the Setup button at the top left of the screen to open the Setup Wizard. 
2. Select the User step.
3. Type the email address of the person you want to invite.
4. Select the checkboxes for the appropriate permissions for each new user. Click the information icon next to each setting for more details about these roles.  
5. Click Send Invitation button. This will send out an email asking them to set their password and create a profile.

To make additional selections for your users, visit the Company Profile. 

Add/Edit Users Via Company Profile

The Users tab in the Company Profile displays all user accounts in your company to edit, add, inactivate/activate, and send access links. This is where primary users will set roles for each user in the company, giving them access to different functions within the system. Users with a primary role will add/edit users to allow them to start using Contractor Accelerator. 

1. Find the Company Profile by clicking on the user icon in the upper right corner of the screen and selecting Company Profile. (To find the user icon on a tablet or mobile device, select the 3-line hamburger menu on the top right of your screen.) 
2. Select Users on the left side of the screen.
3. Select the blue Add User button on the right to add an employee.
   • If the Add User button is disabled (gray and unclickable), your company has reached the maximum number of users for your current subscription. For information on updating your subscription, click here.
4. Enter the user's information.
   
   • Add name, email address, and phone number.
     • Email must be valid email format (example@yourcompany.com)
   • Bio
     • Enter customer-friendly information about the user, such as how many years of experience they have, their credentials, or personal information such as hobbies, family, or other fun facts. This information can be included in emails when the Bio FX tag is used.
   • Photo of the user
     • Image must be in JPG, PNG, or GIF format
     • The minimum image size is 100 x 100 pixels
     • Maximum image size is 1,000 x 1,000 pixels
     • Tip: If you need to resize your image, try using a free online tool such as picresize.com
   • Color selection
     • Click the colors drop-down to select a different color for each user. The color will be used in the pin drops shown on the map on the dashboard and during scheduling. We suggest using a different color for each user who will show on the scheduler.
   • Assign specific roles for the user. See below for more information on roles.
5. Click Save.

Passwords

Once the new user's information is added, the user will receive an email prompting them to set a password. If the user needs that email to be resent, you can click the three dots on the right end of an active users row to open the Action Menu and select Send Access Link.

Passwords must follow the rules below:

• Contain at least 8 characters 
• Contain at least 1 uppercase letter
• Contain at least 1 number
• Contain at least 1 special character

Roles

Roles control a user's access to the software and specific features. Switch the toggle to the right to select the permissions needed. At least one role is required per user, although multiple roles may be selected. Hovering over the will give a little more detail to the access granted with each role.

• Primary: This role has the ability to do everything within the other roles. The primary also has access to manage the company profile and approve bids for those who do not have bid verification permission.
• Sales Management: This role is responsible for creating customers and projects. The Sales Manager can schedule sales appointments and installations. The role can also modify the customer and project information as well as complete or cancel projects. Sales Managers can approve bids for those who do not have bid verification permission.
• Sales: This role can create projects and schedule appointments. The role can modify information and complete or cancel projects. They can be scheduled for appointments and create bids as well as drawings.
• Marketing: This role oversees marketing efforts through the Marketing tab.
• Bid Creation: This role creates the bid after the evaluation. But they need the Bid Verification role to finalize and send the bid.  
• Bid Verification: This role can finalize bids. They will not be sent email notifications when bids need approval.
• Installation: This role is responsible for and will be scheduled on the calendar for installations. They can access project information and schedule appointments. This role can add notes and resend emails through the Bid and History tabs. Installation users cannot create projects or bids, but they do have access to make drawings.
• Timecard Approver: This role approves crewman timecards.

• cards.

Email Notifications

You can allow your users to be notified of actions taken by a customer on an existing bid and when other users assign them a new task, lead, or project. The user can update these settings within their User profile, or you can make the adjustments for them by toggling each option on or off. Click here to learn more about the Email Notification options. 

Inactive Users

Inactive Users are no longer able to access the software once marked as such. Users cannot be deleted from the software in order to maintain the data that reflects past actions taken by those users. To sort users based on if they are active or inactive, click the Status column heading. Click it again to reverse the order. Any column heading can be sorted to assist in finding users more quickly. In addition, the Search bar at the top of the table will filter users based on your search terms. 

To change the status of a user, you can perform either of the following steps from the Users page:

1. Select the three dots to open the Action Menu to the right of the user information.
2. Select Deactivate or Activate.
3. Confirm your selection by clicking yes in the popup window. 

or 

1. Select the three dots to open the Action Menu to the right of the user information.
2. Select Edit.
3. Toggle the Active switch to the appropriate setting (active or inactive).
4. Click Save