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Creating a user / employee / team member

Only an Account Owner can create additional users.

  1. Click on the “Settings” link at the upper right corner of the screen, then on the “Users & Permissions” link.
  2. Click on the “New User” button.
  3. Populate the fields as needed; the ones marked with a red asterisk (*) are required.
  4. Check the checkbox for “E-mail this member their username and temporary password” to send the username and password information to the email address.
  5. Click on the drop-down menu for “Permission Group” to set a user as a Manager or a Limited User. Then click on the “Create this User” button to create the user.

You can edit a user by clicking on the Edit button for the user.

Still need help? Email us at hello@servicejoy.com or call 1-800-269-5940.

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