This Help Article covers
- Adding a New Team Member To Your Company from the Company Management screen
This Help Article assumes you're a user with an Administrator role in your company. If you're unsure, please contact us here at firstname.lastname@example.org
Please Note: If you use a channel partner integration, your workflow may be slightly different. Please reach out your partner's support team for clarification.
Adding a New Team Member To Your Company from the Company Management screen
As one of your company's administrators, you'll be able to easily add new users through the Company Management screen.
Each person in your team requires their own login to access Happy Inspector. Once added to your account, users will be able to log in on 2 seperate devices, such as an iPhone and iPad (see our Help Article Managing Your Profile: Managing Your Devices for more information on managing your 2 devices).
To add a new user:
- click the Create dropdown button
- click Add User
- enter the user's details
- select the user's Role
- click Advanced Settings to set their password, and write a personalised welcome message
- click Add
An email will immediately be sent to the user to complete the set up process.
If they don’t receive anything, check the spelling of the email and have them tap one of the 'Forgot Password' links on one of the login screens to reset their password (for further details see our Help Article Managing Your Profile: Updating Your Details).