Add the user

1. Open Settings > Users.
2. Add the employee's name and email.
3. Assign the correct role and any relevant teams.
4. Turn on Active to allow access.
5. Turn on Schedulable only when the employee should receive scheduled visits.
6. Save the user and use Resend invitation if the original invitation was not received.

Understand the account states

• Active controls whether the user can access the workspace and counts toward onboarding.
• Schedulable controls whether work can be assigned on the schedule.
• Roles control permissions; teams group users for assignment, filtering, and reporting.

You cannot deactivate your own account. Activating a user beyond the plan's included allowance requires agreement to the additional cost. Turning off Schedulable unassigns that user from incomplete work, so review their visits first.

Verify access

Ask the employee to sign in and perform one representative task. Correct the role rather than sharing an owner account.

Related guide

• Manage users, roles, and teams