Updating a user's info on the web portal
Go to the User Settings under your name.
Click on the user you wish to make changes for, and this window will appear:
From here, you can change their email address, password, name, registration numbers, rights and even their signature.
The signature can either be drawn or uploaded.
Once done, click "Save".
Updating a user's details via the app:
On the app, you can only change the settings of the logged-in account. Here's how:
Log in to the app
On the Home page, tap on 'Settings'.
Here you can edit engineer details as well as some of the company settings (if you are the company admin)
Updating access rights or permissions
If you would like to restrict a user's access rights, there are several options for this.
Invoice:
With this option enabled, the user can create estimates, quotes and invoices.
Un-tick this to disable.
Calendar:
With this option enabled, the user can see all calendar events for all engineers.
Un-tick this to disable.
Restricted (mainly used for engineers):
With this option enabled, the user can only log into the app (no web portal), change their own details, use the gas rate calculator, and see their own calendar events.
Restricted users need their events created and assigned to them by an admin/office user.