On the company Management page you can do the following:

1. Edit and view company information.
2. Manage users
3. New features coming soon!
4. Billable Options
5. Site User Management

Update Company information with the following (default be be edit mode):

1. Company Name
2. Country (will default from Company Name)
3. Address
4. State (will default from Address)
5. Email
6. City

Users MUST click Save to keep any changes!

Any changes made will automatically save.

To update permissions for current users, please do the following:

1. Under Company Management, click "MANAGE USERS".
2. Click the pencil located in the edit column next to their name.
3. Update the users information/options.
4. Click "SAVE".

Adding New Users

To add new users, please do the following:

1. Click "MANAGE USERS".
2. Click the "EDIT" button in the top left corner.
3. Fill in the Users information with the following details:

• First Name
• Last Name
• Email
• Role (Default User, Manager, Company Admin, Technicians)
• To view designated role permissions click here.
• Site(s)
• Phone Number

4. Click "SAVE".

Re-Inviting Users

1. Under the "MANAGE USERS" tab select "REINVITE". This will automatically send a new invitation to the user.

Select the users first or last name to view their notification settings.

Removing a User

To remove a user from the dashboard, please do the following:

1. Click "MANAGE USERS".
2. Click the "REMOVE USERS" button next to their name in the remove column.
3. Select Remove to confirm.

1. To access the site management tab, select company management in the left-hand navigation pane.

2. Select "SITE USER MANAGEMENT".

3. To add or remove a user to a site on the current company select the drop-down arrow, and select a site.

4. A list of all users currently with access with the site will display. Users can search the list as well as export.

5. To add a new user select "ADD USER".

6. Select user(s) from list and click save. The list for the site will automatically update.

7. To remove a user from the list select "REMOVE".

8. Select "REMOVE" again to confirm. The list for the site will automatically update.