An employee is defined as a user in the system. They have their account to log in, and they can access the different sections of the system according to their roles.
Depending on the subscription plan you are enrolled in, you create up to five employees inside ServGrow.
Now, let's start adding a new employee!
1. Click the cogwheel icon on the top navigation bar.
2. From the Account Settings page, click 'Employees'.
3. Click the 'Add Employee' button.
3. Complete following the details for this new employee:
a. Employee Image - Upload an image for this employee. Make sure to upload an image that is at least 256x256 pixels and with a PNG or JPG/JPEG format.
b. Color - Assign a color for this employee.
c. Complete Name - Type in the First Name and Last Name for this employee.
d. Contact Details - Add the Phone Number and Email Address.
e. Password - Type in the password.
f. Employees Permissions - You have three choices here:
Field Tech - This role gives your employee access to Scheduling, Jobs, Estimates, and Service Plans but doesn't have access to the Main Dashboard and Account Settings.
Office Staff - This role gives your employee access to all the system sections except for the system's Account Settings.
Company Admin - This role can access all system sections, including the Account Settings.
g. Tags - Add customized tags to find and sort your employees quickly.
4. Click the 'Update Employee' button to add the new employee.
