- 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).
- Click “+” button to add this new user. You can add multiple users to the list using this button.
- Finally, click “Save & update” button.
Added user will receive an invitation email via Verimoto 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.
Admin: Will have overall access to the portal.
Billing: Will have access to manage the payment methods and invoicing options.
Primary Contact: Primary escalation contact for support and queries.