- Go to Settings.
- Click on “User roles”.
- Provide the user details, Email address, First name, and Last name. Also assign the roles to the user (Admin, Billing, Primary contact).
Admin: Will have overall access to the portal.
Billing: Will have access to payment methods.
Primary Contact: Primary escalation contact for support and queries.
Added user will receive an invitation email via to join your company. Once the user completes the onboarding process using that invited link, they will get added as the broker of your company and can create new inspections.