What this completes

Onboarding requires both a role other than owner and more than one active user.

Create a role

1. Open Settings > Users > Roles.
2. Create a role named for a responsibility such as Dispatcher or Technician.
3. Grant only the permissions that responsibility needs.
4. Save the role.

Add an employee

1. Open Settings > Users.
2. Add the employee's name and email.
3. Assign the appropriate role and, when useful, a team.
4. Turn on Active so the user counts toward onboarding and can access the workspace.
5. Turn on Schedulable only when the person should receive scheduled visits.
6. Save the user and send or resend the invitation when needed.

Activating a user beyond the plan's included allowance requires agreement to the additional cost. Removing Schedulable from an existing user unassigns that user from incomplete work, so review their schedule first.

Related guides

• Create roles with least privilege
• Invite users and activate employee accounts
• Manage users, roles, and teams