It is important to know the difference between Users and Employees. Users have their own personal login and can add and modify and view features within Contractor Foreman based on Role Permissions. Employees are people within your company that may or may not have any access to Contractor Foreman. You can have an unlimited number of employees but Users are the licenses you paid for.
To Add Additional Users:
From the Dashboard Screen you can view how many licenses you have and how many licenses you have available to assign to new Users. You can also add more Users by clicking on this link to upgrade your account: http://contractorforeman.com/buymore-dashboard/
Go to Main Menu and Click on Directory on the left side of the screen.
Click on an existing employee (see Adding employees if you do not have any yet). If you have additional licenses to use and if the employee already exists that you wish to make a user, click on that employee record and click the green pencil icon to modify the record. Then fill out the right side of screen. Be sure to click the App Access button. Fill out the Username, Password, Role and be sure to check the drop down called “User Has Access To.” This is also where you can reset the password or change the Username or Role for your Employee; or disable access.
To Add Additional Employees:
There are two ways to add employees.
- Use the .csv template import (See help for Importing Contacts .csv import.)
- Add manually by clicking add employee.
To add an Employee manually, click on Directory in main menu on the left. Then click select employees. Select the blue “Create a New Employee” button. The required Fields have a red Asterisk (*) next to them. If you have set up “Groups” in Contractor Foreman, you can select the appropriate group for that employee. Groups can be set up to create groups of employees that do similar tasks such as Roofers, Framers or Office staff. This helps reduce duplicate data entry and keeps your company organized.