You can add and edit Users—employees, technicians, etc.—by going to Admin > Users.

IMPORTANT NOTE: If you have purchased Additional Users in Admin > Buy Credits/Add-Ons, the process for removing users is different. Click here to see the process for removing users when you have purchased additional users in this manner.

Once you are in the Users page, in the upper right, click Add User. Or click the Details button by a User to edit them.

Fill in or edit the fields as appropriate. Template tags are listed for fields that can be included on templates such as tickets and invoices.

1. Full name as it will appear throughout the app and on tickets, invoices, etc. Template tag: {{tech_name}}
2. Email is used both for the User to login and for the system to email alerts and notifications. IMPORTANT: Do NOT use any User emails elsewhere in the system, such as Customer emails, Private Staff Email (Ticket Settings), and Mailboxes. Doing so will result in an endless email loop where each keeps responding to the other.
3. Mobile Number is used by the system to send SMS alerts.
4. Picture URL of where you have uploaded a User's photo. You can use https as well. Template tag: {{tech_photo_url}}
5. Calendar Entry Color: Enter a color hex code or click to choose the color you want for this user's appointments on the Calendar.
6. Bio: A mini resumé about the User. Can be handy when setting appointments so customers get an idea about who will be working with them. Template tag: {{tech_bio}}
7. Global Admin: Checking this gives the user all power in the system; there is nothing they cannot do. There is no need to set Security Groups when this is checked because they have access to all of them. In other words, they cannot have security permissions imposed on them.
8. Security Groups/Calendar Groups: For non-Global Admins, select which Group(s) they belong to. This determines what they can and cannot access. By default, we offer two Security Groups: Admins, and Technicians. You can review and edit the permissions involved with these groups in Admin > Security Groups.
   
9. Disable account (termination): Disables account access for this User and removes them from the Users list. See Remove Users for more info.
10. Do not allow user to add public ticket comments or to email customers: When you want to limit a User's ability to contact customers.
11. Default Labor Product: This can be set per user so that when adding labor time to a ticket using Ticket Timers or when adding a comment, it will default to this selection. If left blank, adding labor using one of those methods will default to the Labor Product for Ticket Timer Labor Charges setting found in Ticket Settings.
12. Require user to use Time Clock: Lets you force or remind this user to clock in. See Employee Time Clock for more info.
13. Current/Last Sign in IP Address: Useful if you think this User's account has been hacked.
14. When finished, click Create User or Update User.

That's it! Your User can now log in and will have the permissions you specified.

Note: If you need to add more Users than in your allotted subscription amount, do the following.

1. Navigate to Admin > Buy Credits/Add-ons.
2. Under the Additional Users section, click the green Click for Details button.
3. Enter the Quantity of Users you want to add.
4. Click Change Now.

1. Navigate to Admin > Buy Credits/Add-ons.
2. Under the Additional Users section, click the green Click for Details button.
3. Enter the Quantity of Users you want to remove. For example, to remove five users, you'll type '-5' in the Quantity field without the quotations.
   
4. Click Change Now.

Next, consider setting up notifications for your Users.