Checklist for Employee Roles & Permissions and Onboard Training

We will ask your employees basic information including name, contact information, what role you would like them in, and their permissions.  A generic password will be created, and once the information is inputted, we will review with you. This is a one-time set up. After setup any editing and maintenance is the responsibility of the owner.

Below is a complete list of information that is needed to have on hand 24 hours BEFORE the scheduled call:

Create New Employee: 

• Name
• Phone # 
• Email
• Role
• Notification methods

Optional: 

• “About” Information
• Photo
• Pay Type
• Birth Date
• Hired Date
• Travel Rate (if applicable)
• Sales Commission (if applicable) 
• Assigned Color, 
• Address (for location tracking)

Permissions:

• Chat
• Ability to view and manage: Customer, Estimate, Invoices, Leads, Items, Schedule, Expenses, Information on Work Orders

For Onboard Training:

• Must have all attending employee access set up.
• Must have device for App available.
• Must have a desktop computer with internet access for screen sharing.