Topic
How to change what permissions(accesses) your staff members have.
Instructions
- Navigate to the Settings page.
- Select Staff Members.
- Select the Staff member you want to update the permissions or details for.
- Now Select the permissions you want them to have (or update any info needed).
- Select Save.
Staff Profile Fields
| Field | Description |
|---|---|
| Name | The staff members name. |
| The staff members email, used for email notifications and password resets. Note: This field can be the same as another user. |
|
| Username | The staff members unique login specifically for logging into Tradify. Note: This field Cannot be the same as any other Tradify user. |
| Mobile | This field is for the mobile number the staff member will use for their 2-step security when signing into Tradify. Note: This is region specific, so must use a mobile number from your sign up region. |
| Phone | This is to record any additional phone numbers the staff member by use and you may need to contact. |
| Default Billing Rate | The Billing Rate that will show by default for this use when they are entering timesheets. |
| Hourly Cost | The internal cost of a staff member, used to calculate costs in Job financial report for entered timesheets for this user. |
| Licence Number | The staff members Licence number for their trade, used to fill the licence field on forms and certs automatically for this staff member. |
Notification Options
Notifying Your Staff Members in Tradify
Additional Information
For info on what what each permission controls here: Staff Permissions
Comments
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