You can add technicians, office staff, and warehouse users directly from the Admin panel.
1. Open the User Management Panel
Go to Admin → Employees
This opens the Manage Employee / User screen
2. Add a New User
Select Add New User from the Action menu
Enter the user’s basic contact information
Use a unique email address — each user must have their own login
3. Assign Department Access
To keep setup simple, assign the user to all operational departments (except Management).
Recommended:
Check Admin level for all departments except Management
Assign Management access only to trusted staff who can:
Delete photos
Delete line items
Add or remove other users
4. Choose the User’s Default Role
Select Office as the default Department Role Type
Save your changes
5. Optional: Remove Department Rights
By default, new users receive access to all departments.
If needed, you can remove departmental access by selecting the red X beside the department.
We recommend keeping department access simple unless you have a specific operational need. Over-customizing rights may lead to unnecessary complexity later.