Managing Users for Pro Pack

How to add, edit or delete users for your Pro Pack Account

Things To Note

• It may take up to 24 hours for your initial information to load to Account Manager from the time you sign up

• Customers will see the technician and service advisor's profile pic, name, and employee bio with 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 by clicking the 3 lines in the upper right.

3. Select the “Users / Employees” button

   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.

      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 specific user from the user list.

      1. Update the information needed

      2. Click Ok to save the Information

   3. To Add a Profile Photo for 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 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