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Success Checklist: How to Enter Your SynkedUP Users
Success Checklist: How to Enter Your SynkedUP Users
Fred Pape avatar
Written by Fred Pape
Updated over a year ago

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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