User Management

To manage Users, click Settings on the main menu, then Users (permission required).

You will brought to a list of Users, which is defaulted to Active Users.

Pick a User within the list to manage a Users.

Create a new User

Click the green plus in the upper-righthand corner to add a User.

First name, Last name (required)

Name of the User.

Username / Email (required)

The email for the User. This is also the Username the User will use to sign into Contractors Cloud.

User level (required)

Pick the user level that best fits the User's scope of work.

Note: The User Level will determine a base set of permissions that will be automatically assigned to them. You can later customized in much greater detail in what aspects of Contractor’s Cloud you wish the user to be able to access with the Permissions Tab. This does not apply if the Copy permissions from... function is used below.

Title (required)

The business title for the User (Owner, Sales Representative, Admin, Production Manager, etc).

Default Company (required)

This is the default Company for the User. Upon sign in, all filters and company level settings will default to this Company.

Cell phone (optional)

The mobile cell number for the User. Required for text-messaging.

Status (required)

The Active/Inactive status for the User. A User can only sign into Contractors Cloud if they are Active.

Employment type (optional)

Is the User an employee or vendor. This assists in various functions such as Bills and QuickBooks integration.

Copy permissions from...

This is a utility that will copy a permission set from an existing User to this User. (i.e. If this User is another Sales Rep, pick an existing Sales Rep and all permissions will be copied to the new User.)

Once the new User is saved, the User setup page will refresh and further User setup can commence.