Manage Users

How to add, edit or delete users in Account Manager

Things To Note

• It may take up to 24 hours for your initial information to load to Account Manager from initial registry

• Your customers will see the Technician and Service Advisor's profile pic, name, and employee bio when they view their inspection results

How To

1. Log into your Account Management Portal, Click here for steps to log in.

2. Upon log in you will be directed to the Settings page.

   1. You can access the settings page at any time by clicking the 3 lines in the upper right.

3. Select the “Users / Employees” button under the Account heading

   1. To Add a New User, click the Plus (+) button in the bottom right hand corner

      1. The required fields are: Cellphone, First Name, Last Name, and Roles.

         1. For more information on Roles Click Here

      2. Optional Fields are: Email, Employee Bio and Zoom Meeting Room Url - Click Here for more information on Zoom Integration

      3. Click Ok to save the information.

   2. To Edit a Current User, click on the desired user from the user list.

      1. Update the information needed

      2. Click Ok to save the Information

   3. To add a Profile Photo for the a specific User, click the three dots to the right of the User’s name

      1. Select Set Profile Pic

         1. Locate the correct photo in the File Explorer

         2. Click on the photo and select open

         3. This will upload the Profile Photo for the User

   4. To Delete a User

      1. Click the three dots to the right of the User

      2. Select Delete