Setting up a No Access user in Tradify

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Topic

A No Access user, is an account for a staff member that on the admin end can be assigned to jobs or scheduled, however the user cannot access a Tradify login. Instead this user will receive all of their jobs assignments and scheduled work through their email.

 

Instructions

  1. Go to 'Settings' > 'Staff Members'
  2. Select an existing staff member or add a new one.
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  3. Toggle the 'No Access' option
  4. Select 'Save'

Additional Information

For more info on different staff access settings see here: Staff Permissions

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