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Success Checklist: How to Enter Your SynkedUP Users

Written by Fred Pape

In this article we will show you how to set up all of the people in your company that will be using SynkedUP.


How to Create a New User in SynkedUP



1. Click "SETUP"

Screenshot of: Click "SETUP"

2. Click "Users"

Screenshot of: Click "Users"

3. Click "Create New User"

Screenshot of: Click "Create New User"

4. Click the "Email" field.

Screenshot of: Click the "Email" field.

5. Enter the users email address.

6. Click the "Password" field.

Screenshot of: Click the "Password" field.

7. Enter a password.

8. Click the "Display Name" field.

Screenshot of: Click the "Display Name" field.

9. Enter the users first and last name.

10. Click the "Prefix" field.

Screenshot of: Click the "Prefix" field.

11. Enter the users initials.

12. Click the "Calendar Color" field and select a color to represent this user on the calendar (if applicable).

Screenshot of: Click the "Calendar Color" field and select a color to represent this user on the calendar (if applicable).

13. Give them Foreman access if they will have jobs scheduled to them.

Screenshot of: Give them Foreman access if they will have jobs scheduled to them.

14. Give them Sales access if they sell jobs and send proposals.

Screenshot of: Give them Sales access if they sell jobs and send proposals.

15. Give them Estimator access if they create estimates.

Screenshot of: Give them Estimator access if they create estimates.

16. Give them Scheduler access if they schedule jobs.

Screenshot of: Give them Scheduler access if they schedule jobs.

17. Give them Accounting access if they do invoicing.

Screenshot of: Give them Accounting access if they do invoicing.

18. Give them Administrator access if they need full access to everything.

Screenshot of: Give them Administrator access if they need full access to everything.

19. Click the Save button.

Screenshot of: Click the Save button.




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