Add, disable or edit account users – Help Centre

Additional users can be added to your app account to share appointments and access customer information and documentation.

TradeHelp App for mobile

Select Settings from the main menu and choose Manage Users
To create a new user, select the + button in the top right hand corner
Enter the users details, ensuring you give the correct email address with no typos and Save
The user will be sent an email with a link to create their own password
Once they have signed up through the link they will then be able to log into the account with their own email address and password
To edit a user’s details select the user from the same list, make any edits and press Save
To disable a user’s account, select the user from the list, and choose Disable Account and Save

Go to Settings from the main menu
Under the heading Company you will find Users
Click Edit on the right hand side
To add a new user, select Invite User in the top right hand corner
Complete the details ensuring you enter the correct email address with no typos and Save
The user will be sent an email with a link to create their own password
Once they have signed up through the link they will then be able to log into the account with their own email address and password
To disable a user’s account, select the user from the list, and choose the Disable action on the right hand side