How to Add Different Team Positions
At the bottom of the ‘Team Members’ page within ‘Company Settings’, you will find a heading ‘Team positions’
Here you can add a new position and set the default hourly rate charged and cost
You can also edit an existing team position, changing the name of the position and hourly rate.
Related Articles
Adding team members
Once your holidays tab is set up you can begin to add the team members. (The team members are set up within the company settings - team members.) To add members to the holiday chart: Select the department from the dropdown list Click ‘add user’ This ...
How to Add Departments
If you have many departments in your company, you can set them up in Company Settings under the ‘Departments’ tab. Click ‘Add Department’, this will bring up a window were you can set the department name and the department boss This can be used in ...
How to Invite Team Members
Click on the ‘Company Settings’ tab in the left hand menu, this can be found within ‘Settings’ Your company settings page will appear, click on the ‘Team Members’ tab along the top. This will show the people who are in your company, if you have ...
How to Add Shipping Addresses
Click on ‘Settings’ in the left hand menu, within this click on ‘Company Settings’ Your company settings page will appear, click on the ‘Shipping Addresses’ tab You can add multiple shipping addresses in here by clicking the blue button, 'Add ...
How to set Access Permissions for your Team
In company settings under the ‘Access Permissions’ tab you can set permissions for each of the different user roles. For example, Admin, installer and engineer can have access to different things. Within the roles if you want the user to have access ...